Financial Advisor Ottawa is a service provided by professionals who help clients set and reach their financial goals. They also provide advice about investing, retirement planning, estate planning, and more. They are licensed and regulated by provincial authorities. They can be paid a flat fee, a percentage of the value of assets they manage, or commission on sales of investment products. They may also charge hourly or session-by-session fees for their services. This link ex-ponent.com

A good financial planner will take the time to understand your needs, goals and risk tolerance. They will then use research, data and expertise from other TD Specialists to create a comprehensive strategy designed to help you achieve your short- and long-term financial goals. They will also consider any tax implications of the recommendations they make.

Ottawa Financial Advisors: Investment and Wealth Management

TD Wealth’s financial planners are licensed and registered with the Financial Consumer Agency of Canada (FCAC). They are experts in their field and have completed an extensive training program. They are qualified to determine your Wealth PersonalityTM and discover your priorities to develop a plan with a multi-disciplinary approach that can help you grow your wealth, protect it and pass it on to those who matter most to you.

They will also assist with long-term healthcare and insurance solutions that fit your budget. They will also advise you on strategies that can reduce your taxes such as tax-loss harvesting security sales or maximizing your RRSP contributions. They will also review your existing portfolio to identify any gaps or inefficiencies.