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Financial PostMay 2022

How do I get good financial advice so I don’t waste my money?

Featured writing by Allan Norman · M.Sc. · CFP · CIM

The Short Version

Paying for financial advice and walking away unsure whether you got anything of value is a common worry, and this piece is about how to avoid that. Allan's central suggestion is to stay curious throughout the process: ask questions, understand the reasoning behind recommendations, and treat the relationship as a collaboration rather than something handed to you. Good advice, in his telling, is not just a product or a portfolio but a way of thinking that helps you make better decisions across your whole financial life. The discussion touches on what to look for, what to ask, and how to tell whether you are genuinely being served. It is worthwhile reading for anyone hiring a planner or advisor for the first time, or for someone already paying for advice who quietly suspects they are not getting their money's worth and wants to know how to change that.

Read Allan's full column on Financial Post.

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