Yahoo Canada Web Search

Search results

1. • • We’ve partnered with the Financial Planning Association of Canada (FPAC) to create a directory of credentialled advisors providing financial planning and investing services across Canada. All of the advisors in our Find a Qualified Advisor tool are active FPAC members and have at least one recognized financial planning designation.
     www.moneysense.ca/save/financial-planning/the-moneysense-find-a-qualified-advisor-tool/

     The MoneySense Find a Qualified Advisor Tool

2. People also ask

   Who are the advisors in our Directory?

   • The advisors in our directory may specialize in specific types of advice or services—such as cross-border or international financial planning, socially responsible investing, business succession planning or retirement income planning. The advisors in our directory are all members of the Financial Planning Association of Canada.

   Find a financial planner near me in Canada - MoneySense

   www.moneysense.ca/save/financial-planning/the-moneysense-find-a-qualified-advisor-tool/

   See all results for this question

   Who can access advisorreports?

   • AdvisorReports are only available for advisors currently approved with an investment dealer. (Note: search results include the names of former approved persons but AdvisorReports are not available for these individuals.) Don’t know the name of the firm? You can still search using only the name of the advisor.

   Know Your Advisor: Advisor Report | Canadian Investment ... - IIROC

   www.ciro.ca/office-investor/know-your-advisor-advisor-report

   See all results for this question

   How do I find a financial advisor?

   • When looking for a financial advisor, it’s important to do your own research, including a background check and verifying that the advisor has the right credentials to call themselves a financial planner or a financial advisor.

   Find a financial planner near me in Canada - MoneySense

   www.moneysense.ca/save/financial-planning/the-moneysense-find-a-qualified-advisor-tool/

   See all results for this question

   How do I find a qualified advisor?

   • The Find a Qualified Advisor tool allows you to search for advisors by Qualifications, Location, Services, Specializations and Payment Model. A note about location: Maybe you’ve already tried searching for “financial advisor near me” or something similar.

   Find a financial planner near me in Canada - MoneySense

   www.moneysense.ca/save/financial-planning/the-moneysense-find-a-qualified-advisor-tool/

   See all results for this question

3. www.moneysense.ca › save › financial-planningThe MoneySense Find a Qualified Advisor Tool

   www.moneysense.ca › save › financial-planning

   • Cached

   Aug 13, 2024 · The advisors in our directory are all members of the Financial Planning Association of Canada. In accordance with FPAC membership requirements, they all have at least one of the...

4. www.rbcwealthmanagement.com › en-ca › find-an-advisorAdvisors & branches directory - RBC Wealth Management

   www.rbcwealthmanagement.com › en-ca › find-an-advisor

   • Cached

   Enter your details above to locate an advisor or branch location. With over 100 RBC Wealth Management offices across Canada, professional wealth management is always within reach. Find a wealth manager today.

5. www.ciro.ca › looking-investment-advisor-or-firmLooking up an Investment Advisor or Firm | Canadian ...

   www.ciro.ca › looking-investment-advisor-or-firm

   • Cached

   Looking up an Investment Advisor or Firm. To check if a firm is regulated by CIRO, you can search this directory. You can also check whether an investment advisor is registered with a CIRO-regulated investment dealer by searching the AdvisorReport.

6. www.ciro.ca › office-investor › know-your-advisorKnow Your Advisor: Advisor Report | Canadian Investment ...

   www.ciro.ca › office-investor › know-your-advisor

   • Cached

   Know Your Advisor: Advisor Report. Before you start... Are you searching in the right place? Find out if the individual you’re researching is currently employed by a CIRO-regulated investment dealer. AdvisorReports are only available for advisors currently approved with an investment dealer.

7. www.scotiabank.com › financial-advisorFind a Financial Advisor | Scotiabank Canada

   www.scotiabank.com › financial-advisor

   • Cached

   What a Scotia advisor can help you with: Financial planning for you and your family. Savings and investments. Managing debt. Business advice. Creditor insurance. Buying a home. Budgeting for you and your family. Day-to-day banking.

8. Videos

   • 

     4:02

     youtube.com

     How the Best Financial Advisors Prospect

     Jul 26, 2017

     32.8K Views

   • 

     12:02

     youtube.com

     How To Start a Financial Advisory Business

     Aug 1, 2021

     21.9K Views

   • 

     2:33

     youtube.com

     The TOP PAGES on Financial Advisors Websites that You Should Have

     Feb 2, 2022

     973 Views

   View all

9. www.nbfwm.ca › advisorFind an advisor | National Bank Financial - Wealth Management

   www.nbfwm.ca › advisor

   • Cached

   Find an advisor near you. Choose the advisor that's right for you from among our 850 investment advisors working at more than 100 points of service across Canada.

10. www.edwardjones.ca › financial-advisor › resultsFind a Financial Advisor | Edward Jones

    www.edwardjones.ca › financial-advisor › results

    • Cached

    Investing is personal and our financial advisors are here to help. Start today and contact any one of our 850 financial advisors in Canada, located in the communities near you.