An advisor, financial goals

The question of financial advisor value, answered
Every statistic relies on a series of assumptions and other factors. However, quantitative and qualitative responses are still important for prospective customers.
Ayana Forward, financial advisor
Ayana Forward is a Certified Financial Planner based in Ottawa, Ont. She owns Retirement in View, a fee only financial planning firm that specializes in helping clients within one to five years of retirement navigate the financial and lifestyle aspects of transitioning out of the workforce.
How Financial Advisors Add Value Beyond Numbers
The right advisor adds value by providing education, strategic planning, emotional support—money is always emotional—personalized guidance, and access to experts.
Ask an Advisor: Does a Financial Advisor Need to See My Whole Portfolio?
Is it possible to have someone advise me on only part of my portfolio and does that make sense? -Marda It really depends on both what you're trying to achieve and what your financial advisor is willing to accommodate.
Financial advisor vs. accountant: What’s the difference?
Financial advisors and accountants are both financial professionals who assist clients with different aspects of their financial lives. While both jobs involve financial analysis, there are significant differences between the two roles.
Many people think they don’t need a financial advisor but here are 3 ways mine has helped me
Hiring a financial advisor can be a controversial subject. Some people swear by the advice their advisor provides, but others are convinced that managing money is easy enough without professional help so there’s no reason to waste money on paying for assistance.
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How to Find the Right Financial Planner
There are a lot of different ways to increase your financial success, including strategies for making money, saving money, ...
Early-Onset Alzheimer's: Financial and Legal Planning Essentials
Navigating the challenges of an early-onset Alzheimer's diagnosis? This guide covers financial and legal considerations.
Dream big: How financial planning can help you achieve your life’s ambitions
Financial planning is essential for long-term financial success, offering a structured pathway to achieving life’s financial ...
Robo-advisors vs. financial advisors: How to decide which is best for you
The type of advisor that is better for you depends on what your financial needs are. For core investing and planning advice, ...
Black History Month Roundtable: Financial Equity & Racial Equity
The wealth gap has been increasing since 1992. By 2022, Black households held only $15 of wealth for every $100 held by white ...
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Reflecting on nearly half a century in financial advice
After an inspirational 47-year career, Paul Harding-Davis says that while every decade has seen a significant step change ...
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Navigating UK financial planning
UK residents need proper lifestyle financial planning advice in their new jurisdiction. Retirement and tax planning, risk ...
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MoneyOwl rolls out resources for unbiased, actionable financial advice
FINANCIAL advisory firm MoneyOwl, part of Temasek Trust, is rolling out financial-planning resources targeted at lower to ...
FP Canada™ Acquires New Continuing Education Courses for Financial Planners
FP Canada is pleased to announce the acquisition of a series of continuing education (CE) courses from Learning Partner, a ...