Learn more about our services: https://www.parallelwealth.com/planning'>https://www.parallelwealth.com/planning
Find a financial planner: https://www.fpcanada.ca/findaplanner
In this video, I'll discuss an email I received from a client that displayed some bad advice that they got from their bank. This happens far too often, so we'll go through 3 tips that'll help you find the right financial planner for you.
If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to get your savings plan on track. You can learn more about our services at https://www.parallelwealth.com/planning'>https://www.parallelwealth.com/planning or email [email protected]
OUTLINE:
0:00 Introduction
1:01 Client Situation
3:33 Why Do Banks Give Bad Advice?
5:07 Tip 1: Find a CFP
8:14 Tip 2: Experience
10:28 Tip 3: Get What You Pay For
16:19 Summary
DISCLAIMER: The videos and opinions on this channel are for informational and educational purposes only and do not constitute investment advice. Adam Bornn is not registered to provide investment advice and as such does not provide recommendations those looking for investment advice should seek out a registered professional. Adam is not responsible for investment actions taken by viewers and his content should not be used as a basis for investment trades.
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