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Interviewed by Michelle Schriver

Client expectation: I expect my advisor to help me understand my options if I lose my independence. For instance, can I afford care with an income of OAS, CPP and a lump sum from the sale of my home? – Ruth Howland, 83, great-grandmother, music lover, Lower Woodstock, N.B. Advisor solution: Vanessa Flockton Financial advisor, […]

  • November 15, 2017 September 12, 2018
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Do you use referral arrangements with outside experts like lawyers or accountants? Dave Lee senior wealth advisor, Scotia Wealth Management, White Rock, B.C. Yes, I use referrals, but they aren’t formal arrangements, so no disclosure is required. The best referrals are freely given and arise from demonstrating above-and-beyond service. For example, at tax time I […]

  • May 12, 2017 January 3, 2019
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Client expectation: Why would I use an advisor? Are they worth their fees, or are they simply shills for the market? – William Beach, 65, triple dipper (pension, OAS and CPP), grandfather extraordinaire, Edmonton Advisor solution: Terry Ritchie director of cross-border wealth services at Cardinal Point Capital Management, Calgary Investors with advisors report greater confidence, […]

  • April 13, 2017 September 6, 2018
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