Your life and your financial picture are always changing. When was the last time you checked in on the alignment of your investments with your goals or your values? Have your priorities changed due to the pandemic or other major life events? And, most importantly, have you asked for a review to make sure your plan is still right for you?
Getting a second opinion is the best way to ensure your financial goals are on track with expert advice, the right investment solutions and plans that adapt.
With a financial advisor on your team, they will remove the guesswork, ask the right questions and outline a plan so you can feel confident that your investments are working hard while you’re busy living your most accomplished life.
Getting the right advice can make all the difference.
It's about you. Your goals, timelines, risk tolerance and values are all deeply personal to you. Before we even ask to review your portfolio, we'll listen and learn.
Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Mutual funds and related financial planning services are offered through Qtrade Asset Management (a tradename of Credential Asset Management Inc). Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.
Building your wealth is a journey and it starts by defining what wealth means to you. Download our white paper to discover how getting a second opinion on your investments will help you build beyond wealth for an enriched life.
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