Sentences with phrase «independent financial planner»

Nest Wealth Plus in use by independent financial planners.

My objective financial publications on The Skilled Investor website and blog are often the reason that people learn about my fee only independent financial planner and investment advisor services.

«When I plan for clients, I don't go past the age of 70,» says Andray Domise, a Toronto - based independent financial planner.

The host, independent financial planner Ric Edelman, told the caller he should be doing jumping jacks if his advisor lost only 24 % at a time when the S&P; 500 was down 40 %.

Wells uses independent financial planners throughout the nation.

In use by independent financial planners.

• Here's a very old sample marketing piece Discussing the benefits of hiring a fee - only independent financial planner.

In one of the simpler forms of hybrid collaborations, independent financial planners are referring investments to a robo - advisor while providing over-all financial planning services.

An independent financial planner gave a client advice so poor that if followed it would have immediately triggered a $ 500,000 loss, the Hayne royal commission has heard.

The individual was an independent financial planner in Canada for about 15 years (investments, insurance, taxation - he knows it), but the business has been all but wrapped up, partly due to conscious choice based on tax considerations, where taxation on the extra income made it not worthwhile.

Finally, independent financial planners — who often charge a flat fee or an hourly rate — are typically not licensed to recommend or sell any investments at all and do not fall under the jurisdiction of any regulator (except in Quebec).

According to David Potter, an independent financial planner and the principal of Potter & Partners in Toronto, these deals won't be around forever, and it's unlikely that you'll lose in the long run if you grab one of them, especially if you're taking out a new mortgage or renewing.

As employees complete eCourses and challenges, they're rewarded points that can be redeemed for one - on - one time with an independent financial planner.

In one of the simpler forms of hybrid collaborations, independent financial planners are referring investments to a robo - advisor while providing over-all financial planning services.

Wealthsimple for Advisors in use by independent financial planners.

Late in 2006, after realizing my large investment portfolio was all over the map, I hired an independent financial planner so that I could get the whole picture of my holdings on one page and hopefully get advice (and action) on reducing tax exposure.

We recommend, however, that you only buy whole life insurance after consulting an independent financial planner or estate planning attorney.

I recommend you to consult an independent financial planner who is not selling insurance but understand the ins and outs of the IUL.

An independent financial planner trained in collaborative law is also available to work with the couple and attend joint meetings.