What makes a good advisor?

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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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