Looking for financial planner (advisor)

[AvengeR]

I will be turning 30 in a month and a half and I really need to start planning for my future. I know that I should have started at least 10 years ago.

Can someone recommend a financial advisor for me. I have many questions with regards to how much money i should put away and where to invest them.

[troutman]

Cowperson?

[Bertuzzied]

Put all your money into Uranium stocks and you can thank me in 3 years when you retire. hehe

[Slava]

I am a financial planner/advisor. Send me a PM and maybe we can get together!

[Pagal4321]

Well my dad's a financial planner...so if interested, PM.

[return to the red]

if you aren't in the Calgary area and more down south then I can put you in touch with a really helpful one

[fotze]

Do not go to anyone that also sells insurance, big mistake there.

[Rockin' Flames]

My only recommendation would be to ensure that the person you talk to has an appropriate designation (ie. CFP, PFP, CA, etc.).

[Slava]

Do not go to anyone that also sells insurance, big mistake there.

How do you figure that?

[fotze]

How do you figure that?
Let me clarify, someone whose obviously recieves commisions on the insurance sold and not so much on the investments made. Couldn't even get phone calls returned when it came to the investments, yet the badgering on and fear mongering to buy 15 different insurance "products". Stay away from Insurance companies that also do investments and tend toward investmant houses that may have access to insurance.

[return to the red]

Let me clarify, someone whose obviously recieves commisions on the insurance sold and not so much on the investments made. Couldn't even get phone calls returned when it came to the investments, yet the badgering on and fear mongering to buy 15 different insurance "products". Stay away from Insurance companies that also do investments and tend toward investmant houses that may have access to insurance.

This is true, many times they will try to sell you insurance that is expensive, they make the most money off of and is not tailored for your needs

[Bertuzzied]

This is true, many times they will try to sell you insurance that is expensive, they make the most money off of and is not tailored for your needs

Arent' most canadians over insured? I know I am. Any more and i'll be looking over my shoulder at the wife. hehe

[Slava]

Fair enough. I honestly think that a planner/advisor who will only build you a lot of wealth and do nothing to protect that for you is doing you a disservice. I have met a lot of planners who sell different products for the wrong reasons (and this is common amongst a lot of sales people in a lot of areas!).

You have to acknowledge though that sometimes insurance is the best solution. Also, remember that everyone hates the insurance companies, until they need them.

Anyway, just wanted to know where you are coming from.