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Finding the Right Financial Advisor: 10 Key Questions

Finding the Right Financial Advisor: 10 Key Questions

by Benjamin Lewandowski, CFP, CIM | Apr 22, 2025 | Financial Advisors, Financial Planning, Investing, Retirement Planning

When securing your financial future, choosing the right financial advisor is one of the most important decisions. Whether you’re planning for retirement, building wealth, or navigating major life changes, the right financial plan can make all the difference in...
Investing Wisely: Choosing Between a Portfolio Manager & a Financial Advisor

Investing Wisely: Choosing Between a Portfolio Manager & a Financial Advisor

by Benjamin Lewandowski, CFP, CIM | Dec 12, 2024 | Financial Advisors, Financial Planning, Investing

Navigating the world of finance can be daunting, especially when it comes to understanding the roles of different professionals who can help you achieve your investment goals.  Among these professionals, Portfolio Managers (PM) and Financial Advisors (FA) are key...
10 Questions to Ask Your Financial Advisor

10 Questions to Ask Your Financial Advisor

by Benjamin Lewandowski, CFP, CIM | Oct 18, 2023 | Financial Advisors, Financial Planning

Whether you’ve been investing for years or are now deciding to grow your wealth, working with a financial advisor can help you focus your plan and reach your goals. Each financial situation is unique, but 10 questions you could ask your financial advisor include: How...
October Market Recap and November Market Outlook

October Market Recap and November Market Outlook

by Luke Demjen, CFA | Nov 4, 2022 | Financial Advisors, Financial Planning, Market Updates

Last Month in the Markets – October 3rd – 31st, 2022            (source: Bloomberg https://www.bloomberg.com/markets, MSCI https://www.msci.com/end-of-day-data-search and ARG Inc. analysis) What happened in October?...
How to Choose a Financial Advisor in Canada

How to Choose a Financial Advisor in Canada

by Arif Kanji, CFP, CLU | Mar 15, 2022 | Financial Advisors, Financial Planning

Even if you’re on top of your finances, it takes a lot of time and energy to ensure your money is working towards your ever-evolving goals. Add in the life-changing events like growing a family, buying a house, or retiring, and you’ll quickly find keeping an eye on...

Recent Posts

  • Monthly Market Review April 2025
  • Finding the Right Financial Advisor: 10 Key Questions
  • Monthly Market Review March 2025
  • Pension & RRSP Transfers: When to Seek Expert Advice
  • Monthly Market Review February 2025

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    • About
      • About
      • Meet the Team
    • Services
      • Insurance
      • Financial Planning
      • Group Benefits
      • All Services
    • Resources
      • Tools
      • Blog
    • Advisors
      • Join Our Team
      • Looking to Retire
    • Investments