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Independent financial advisors - from the eyes of a retired bank executive

on Thu, 05/18/2017 - 21:40

This post was written by a client whom l met close to a decade now. She was an executive at a major Canadian bank and she is sharing her insight on independent financial advisors verses bankers. - And, the last line of thank you note was totally a surprise!! :D

Finance, a word that we read and think about often.  Yet, when it comes to making choices for the one thing closest to our hearts, money, most people feel totally bewildered and lost.  The question that begs to be answered then is, does everyone need the services of financial advisors.