A financial advisor could help you best determine if you are on track to meet your long-term financial goals. Find a qualified advisor today. How Often Should You Speak With Your Financial Advisor?

Navigate the process of selecting a financial advisor by exploring advisor types, fee structures, credentials and essential ...

The more clients an advisor has, the less time they have to focus on an individual investor’s needs due to time constraints, says award-winning portfolio manager Thane Stenner Most investors ...

During Quarter 1 Should you have an ongoing need to meet with your financial advisor, best to take care of it earlier in the year rather than later. Quarter 1, or Q1, is a great time to set up ...

A good financial advisor won’t keep you in the dark about how your portfolio is doing. They also shouldn’t blow off questions about their investing strategy or dismiss other concerns you have.

Horwood worked her way up to become an advisor at her family’s wealth management business before striking out on her own. “I love the energy of the business—it’s entrepreneurial,” says ...

Getting your retirement right is a big deal, and investing through a robo-advisor can help you get there. These automated ...

Meet James P. Gunn James P. Gunn has been a financial advisor for over 25 years. He is the president of the independent wealth management firm Halton Wealth Management in Burlington, Ontario.