The role of the financial services advisor in the disbursement phase

The role of the financial services advisor in the disbursement phase

As you approach retirement and need to think about how to pay off your assets, the help of a financial services advisor is more valuable than ever. Here’s why. The transition to retirement can be stressful because when you retire, you have to start thinking differently about income and expenses. While we have been putting … Read more

10 Responsibilities of a Financial Services Advisor

10 Responsibilities of a Financial Services Advisor

Whether you are a financial planner, personal or group insurance agent, mutual fund or scholarship plan agent, your financial services advisor who is a member of the Financial Security Chamber must adhere strictly to the Code of Ethics, as this is where the rules that guide the professionals apply. services you will receive and ensure … Read more

The person you trust: so that your assets are well protected, no matter what happens

The person you trust: so that your assets are well protected, no matter what happens

Your financial services advisor may have already suggested that you appoint a trustee. A look at the benefits of such a measure. Under securities regulations, your financial services advisor is now required to take “reasonable steps” to obtain the name and contact information of a “trusted person” from you. This term refers to a friend … Read more

Estate planning: to optimize the transfer of your assets

Estate planning: to optimize the transfer of your assets

Would you like your assets to be distributed to benefit your loved ones when you die? Financial professionals can help. 1. Act immediately There are things we prefer not to talk about, but one day we have to deal with them. Estate planning is one of them. And according to Jean-Maurice V├ęzina, a financial planner, … Read more

Financial robot: never without the intervention of a professional

Financial robot: never without the intervention of a professional

Do you have questions about using the financial robot? Here’s what you need to know about it. When you hear the words financial robots, do you imagine devices that you only need to consult in order to make the best investments? Think again. This device type does not exist. “What does exist, however, are partial … Read more