4 🇨🇦 top shelf financial resources
You know you are making the right moves but…. are they the best moves to make? I hear you. I have a finance degree and over a decade of financial planning experience. But, financial planning concepts can be complex and sometimes you just need a sounding board.
Because you don’t know what you don’t know right?!?!
At Porte Rouge we work with families just like yours, either have an income property or looking to add one to their portfolio. And while we are optimizing their portfolios and providing advice we can run into ideas + strategies that require a team approach.
These four resources are ALWAYS in my back pocket. And if you are running into the same roadblocks, they are accessible for you too!!!
RESOURCE #1: Advice only planners
Why I love them: No Sales. No commissions. Just Advice.
They believe financial planning can be a profession recognized for excellence in technical knowledge, client service and experience, and ethical behaviours.
Not only do they have a bank of professionals listed with their zones of genius’ listed so you can find the right fit, they also have resources that you can use to help understand your fees, you can evaluate the true cost of the investments in your portfolio and the services you receive from your investment advisor.
RESOURCE #2: AdvisorySavvy
Why I love them: Get simple and easy to understand guidance on your personal finance questions.
They have a resource that may help you navigate building your financial team called “the 12 Smart Questions Everyone Should Ask Their Financial Advisor”. Because sometimes you have questions, but you don’t know what they are!!
RESOURCE #3: FPAC
Why I love them: because professionals should work in stilos. When everyone has a seat at the table more insightful discussions are had, strategies get made and various solutions are identified.
The Financial Planning Association of Canada is evolving the financial planning industry into a profession of qualified practitioners with the highest ethical and fiduciary standards, focused on bettering the lives of all Canadians. And that’s important.
From the moment a planner joins FPAC they are pledging to take and adhere to the FPAC Fiduciary Pledge.
RESOURCE #4: Moneysense
Why I love them: because this resource provides accurate and up-to-date financial content as well as encouraging readers to practice critical thinking and cross-reference information with their own sources—especially before making any financial decisions.
MoneySense helps Canadians make better financial decisions, at every age and stage. There’s something for EVERYONE.
Having more tools in your toolbelt to help you with personal finance, investing, real estate and taxes adds confidence to your decision making and insight into whether or not you are on track!!
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