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When it comes to managing your finances and making investment decisions, you are faced with a lot of options. Where should you invest? How much? What are the tax implications? What is the best way to make my savings grow as the market evolves? Am I on target to reach my retirement income goals?

Answering these questions alone is never easy. Working with a professional who understands the industry and best practices gives you the advantage you need.

The Certified Financial Planner (CFP) designation is what you should look for when choosing a Financial Advisor. It’s an internationally-recognized designation that shows an individual meets the highest standards of professionalism and competence. In Canada, the Certified Financial Planner designation is administered and maintained by the Financial Planning Standards Council. In order to achieve this designation, an individual must take specific courses, two examinations, and have the relevant work experience.

The designation must be renewed regularly with continuing education, so you can be sure that a Certified Financial Planner is always up to date with best practices, ethics, and industry knowledge.

Benefits of Working with a Certified Financial Planner

Just some of the benefits of working with a Certified Financial Planner are:

  • Regularly monitored investments and accounts so wealth can be reallocated for improved growth
  • Avoiding making costly mistakes
  • Reducing taking unnecessary or unwise risks
  • Peace of mind that your money is being managed by a professional

A Certified Financial Planner can help you with investment management, business or personal insurance or retirement planning. Contact us today for financial services and financial planning in Hamilton!

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