In this video, we discuss the five key questions that you should ask your financial advisor, or potential financial advisor, to ensure that they are acting in your best interest and providing you with valuable services. The first question is whether or not they are a fiduciary, which means that they are legally and ethically obligated to act in your best interest. The second question is about their fees, including any hidden fees that may not be disclosed. Third, it's important to determine if they specialize in a specific area of finance or if they are a generalist. Fourth, you'll want to know what qualifications they have to provide specialized services. And finally, we suggest asking why their last two clients left, which can provide valuable insight into their character and professionalism. Don't forget to subscribe to our channel for more informative videos like this one!

Contact Us
If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to get your retirement on track. 

Reach Marc Sabourin via email at msabourin@harbourfrontwealth.com or by phone at 204-256-5555.

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Disclaimer
The information contained in this video message is believed to be reliable, but the accuracy and completeness of the information are not guaranteed. Harbourfront Wealth Management Inc. has no liability to viewers of this message, and its use is entirely at the risk of the viewer. Harbourfront Wealth Management Inc. does not assume any errors that may occur in this message. Please consult your Harbourfront Wealth Management Inc. advisor before investing.

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