• How to Find a Financial Professional (Ep 23)

  • Aug 8 2024
  • Length: 26 mins
  • Podcast

How to Find a Financial Professional (Ep 23)

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  • Summary

  • Are you looking to find a new professional to help you with your finances or other aspects of your life? We discuss what to look for, red flags that someone is not the right fit, and what we do when looking for someone to help us with something in our lives or businesses, including what questions to ask when first meeting them. We also discuss the process of moving investments (RRSP, TFSA, etc.) and life insurance policies to a new financial advisor.


    Val’s Instagram: http://www.instagram.com/you.me.and.money

    Sherry’s Instagram: http://www.instagram.com/moneymindsetfc

    Podcast Instagram: http://www.instagram.com/mind.money.adhd.podcast

    Book a free call with Val (financial planner): https://calendly.com/valerie-stratford

    Book a free call with Sherry (financial coach): https://app.acuityscheduling.com/schedule.php?owner=17480698&appointmentType=25737393
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