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How do I find a personal financial planner and advisor?



Our response:

When you are looking for an advisor, first consider the services you are looking for – this will help you determine the type of advisor you need. Learn about different types of advisors on When you find an advisor you think you want to work with, ask them these eight questions.

Here are some resources to help you find an advisor:

  1. Finding an advisor through referrals
  2. Finding an advisor online
  3. Guide to online investment advisers

Always check the registration of any person or business trying to sell you an investment or give you investment advice. Learn more about registration and how to check an advisor’s registration, and contact the OSC’s Inquiries & Contact Centre if you have questions.

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