What makes a good advisor?


Looking for a financial advisor can be an overwhelming task. What institution should I use? What is the difference between a financial consultant, financial advisor, investment advisor, financial planner, or investment consultant? What makes a “good” financial professional?

These are all questions that are asked and should be asked when searching for someone to help you with your financial affairs. Characteristics of this financial professional should include:

  • Competency
  • Trustworthiness
  • Ethical
  • Experienced

The Canadian Securities Institute (“CSI”) recognizes that Canadians want their financial professionals to possess these characteristics. It is because of this need that, the CSI created the Fellow of the Canadian Securities Institute (“FCSI”) designation. The FCSI is awarded to financial professionals who demonstrate strict adherence to annual standards of education, ethical behaviour and experience. Clients of The McClelland Financial Group can be rest assured that their advisory team operates under these same standards. More information about the designation can be found at www.fcsi.ca

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Disclaimer | Assante advisory services are offered through Assante Capital Management Ltd. Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice. Insurance products and services are provided through Assante Estate and Insurance Services Inc.

We have a team of advisors each specializing in varying portfolio sizes. Please let us know the approx. amount of your investable assets to help us to direct you to the advisor that is best suited to you.