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Who
is a Certified Financial Planner?
A Certified Financial Planner in Canada is a qualified
investment professional who helps individuals meet their long-term
financial objectives by analyzing a client’s status and planning
a program to achieve that client’s goals. However, just because
someone is a Financial Planner does not mean that they have expertise
in Tax Planning, Asset Allocation, Risk Management, Retirement
and/or Estate Planning.
Certified Financial Planners in Canada
For one reason or another some individual’s feel
they need to have a Certified Financial Planner in Canada as a
financial advisor or financial planner. In Canada, Certified Financial
Planners can work for a variety of financial and investment institutions
including some brokerage companies, insurance companies and financial
institutions including banks, credit unions and trust companies.
Dealing with a Certified Financial Planner in Canada
does not guarantee that you will have access to unbiased professional
advice. Certified Financial Planners depending on what type of
firm they work at, in some cases, if not in most cases, are limited
in terms of what types of products they can offer their clients.
Certified Financial Planners don’t necessarily have access to
all the products in the Canadian marketplace.
Certified
Financial Planners (CFP) Canada – High Quality Investments
Guaranteedinvestments.com provides individuals with
access to high quality investment products including annuities,
guaranteed investment funds, insured annuities, and guaranteed
minimum withdrawal benefit plans, guaranteed lifetime withdrawal
benefit plans and much more. Dealing with a Certified Financial
Planner does not guarantee you will have to all these types of
products. The advisors at guaranteedinvestments.com have a variety
of credentials including the Certified Financial Planner designation
and many other high rated industry designations including CFA,
CIM, FSCI and MBA. There are thousands of Certified Financial
Planners in Canada, and just because someone has the designation
does not mean that they have access to a wide variety of products
and services. In addition it does not mean that a Certified Financial
Planner will be able to provide you with in-depth tax advice as
a variety of financial institutions do not want their advisors
to provide tax advice.
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