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10 Tip Checklist

  1. Is the advisor registered with a professional licensing board such as FPSC or ADVOCIS.
  2. Is the advisor truly independent of any asset managers
  3. Does the advisor claim to try and time the market or is the goal to diversify across assets for the long term.
  4. Does the advisor have access to specialist analytical research for all major asset classes?
  5. Does the advisor have access to all asset classes stocks, bonds, GIC's, preferred shares, ETFs, hedge funds and mutual funds?
  6. Is your advisor licensed to provide life, disability and critical illness insurance advice?
  7. Does the advisor provide a written financial plan?
  8. Does the advisor provide an Investment Philosophy Statement?
  9. Does the advisor have at least 10 years experience?
  10. Is the advisor committed to reviewing your entire financial, retirement and estate plan?

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10 tips

MTM Wealth Planning is a proud member of Raymond James national team of financial advisors, committed to setting new standards in the investment management industry.

As our licensing dealer, Raymond James creates and provides full service investment solutions as well as capital markets and advisory services for financial advisors, institutions, corporations and foundations through three businesses: investment management, capital markets and financial advisory.

The network of advisors that is the face of Raymond James in Canada stretches across more than 520 local and regional offices, comprising approximately 1,200 men and women. Whether managing a fund or a book of business on behalf of retail clients, capital allocation decisions are critical roles of Raymond James advisors. Financial planning, estate planning and a growing insurance practice are other growing areas of client service.

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