There may come a point in your financial journey when you’d like to seek professional input, advice or counselling to manage your and/or your family’s present and future wealth. The sooner you have a financial plan, the greater the likelihood you will succeed in reaching your long-term financial objectives.
As you search for the financial guidance you need, you will find dozens upon dozens of titles used by finance professionals, including “stock broker,” “registered representative,” “wealth planner,” “tax planner,” “accountant,” “estate planner,” “private banker,” and on and on, all vying for your business.
Many of these titles are very service-specific; however, for some like Financial “Planners” and Financial “Advisors,” the titles are not very helpful in clearly discerning the services provided. In this article we will help you understand the differences.