Episode 41: A Financial Coach vs. A Financial Advisor
Your Canadian Retirement Specialist
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Show Notes
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Managing your personal finances and money can sometimes require outside aid. However, deciding what kind of financial assistance is required can be difficult. The main decision that individuals need to consider when searching for financial support is the kind of professional that suits their needs best.
Two common choices are financial coaches and financial advisors, each of which has unique techniques and benefits to offer when managing finances. Deciding which professional to employ is an important decision, and understanding what each of them does will help you make a decision that suits your financial needs.
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Regan Schiller holds his Certified Financial Planner, Registered Retirement Consultant and Certified Life Underwriter designations. He is an Executive Financial Consultant licensed under Investors Group Securities Inc.Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Commissions, fees and expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, values change frequently, and past performance may not be repeated.
LIRA regulations vary provincially. For more information on LIRA in your area, please refer to your provincial government's website. Additional information on the Canada Pension Plan and Old Age Security can be found at:
www.canada.ca/en/services/benefits/publicpensions.html.
Music courtesy of LesFM: https://lesfm.net.