How to buy through a financial advisor

Working with a Financial Advisor

Many investors find working with a financial advisor helpful, especially as they build wealth or as their financial situation becomes more complex.

In addition to financial advice, an advisor can help you with tax planning, retirement, estate planning, insurance, education savings and more.

If you are currently looking for an advisor, one of the best methods is to ask your network for referrals. You can also search the Canadian Investment Regulatory Organization (CIRO) to find an advisor that is right for you.

 

You can also choose to purchase Vanguard funds through an online brokerage account.