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内容由Christine Conway & Cameron Conway, Christine Conway, and Amp; Cameron Conway提供。所有播客内容(包括剧集、图形和播客描述)均由 Christine Conway & Cameron Conway, Christine Conway, and Amp; Cameron Conway 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Hiring a Financial Planner

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Manage episode 415173378 series 3331641
内容由Christine Conway & Cameron Conway, Christine Conway, and Amp; Cameron Conway提供。所有播客内容(包括剧集、图形和播客描述)均由 Christine Conway & Cameron Conway, Christine Conway, and Amp; Cameron Conway 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Don’t you know DIY is the way to go with everything in life, goodbye plumbers, accountants, lawyers, and doctors, wait why am I suddenly sick, being sued, getting audited and wet? This week take you through the wild west of financial advisors and help you understand everything about pricing, designation types, services offered, specializations for planners and more. Find out from Christine what to look for in a Certified Financial Planner and how they can help you fulfill your financial goals.

If you live in British Columbia, Alberta or Saskatchewan let us help you take care of the people you love and visit braunfinancial.com

Keep the conversation going on our Facebook Page and Group: https://www.facebook.com/itspersonalfinancecanada

Useful Resources:

Toronto Star article: https://www.thestar.com/business/personal-finance/a-financial-plan-can-cost-you-thousands-heres-how-to-get-one-on-the-cheap/article_cfd602e4-af2d-11ee-975f-4b77b9554e8a.html#:~:text=There%20isn't%20a%20standard,%241%2C200%20to%20thousands%20of%20dollars.

  continue reading

125集单集

Artwork

Hiring a Financial Planner

It's Personal Finance Canada

14 subscribers

published

icon分享
 
Manage episode 415173378 series 3331641
内容由Christine Conway & Cameron Conway, Christine Conway, and Amp; Cameron Conway提供。所有播客内容(包括剧集、图形和播客描述)均由 Christine Conway & Cameron Conway, Christine Conway, and Amp; Cameron Conway 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Don’t you know DIY is the way to go with everything in life, goodbye plumbers, accountants, lawyers, and doctors, wait why am I suddenly sick, being sued, getting audited and wet? This week take you through the wild west of financial advisors and help you understand everything about pricing, designation types, services offered, specializations for planners and more. Find out from Christine what to look for in a Certified Financial Planner and how they can help you fulfill your financial goals.

If you live in British Columbia, Alberta or Saskatchewan let us help you take care of the people you love and visit braunfinancial.com

Keep the conversation going on our Facebook Page and Group: https://www.facebook.com/itspersonalfinancecanada

Useful Resources:

Toronto Star article: https://www.thestar.com/business/personal-finance/a-financial-plan-can-cost-you-thousands-heres-how-to-get-one-on-the-cheap/article_cfd602e4-af2d-11ee-975f-4b77b9554e8a.html#:~:text=There%20isn't%20a%20standard,%241%2C200%20to%20thousands%20of%20dollars.

  continue reading

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