Additional Information
Please fill-in the following information before you start your courses:
First Name: Last Name: Organization/Agency your work for: (Please put N/A if you are not working for anyone) City and province: Which of the following financial empowerment services does your organization provide? (Check any that apply): Save
Show inline popup

CIRO Dec 2024
Selecting an Advisor
Access this resource

You need to login or register to bookmark/favorite this content.

Like many people, you may find an advisor through a friend or family member, through internet searches, or advertisements or you may be assigned an advisor by a financial institution. However, finding an advisor is only a first step. This information below will help you determine whether an advisor is right for you and how to get the most from your relationship with an advisor.

Author: CIRO
Topic: Asset building and saving
Publisher: CIRO
Location: Canada
Format: Article, Reports/Articles
Content Type: Tools
Publication Date: December 21, 2024