What is a financial planner?
Published Monday, July 30, 2018 3:57PM MDT
Often it’s recommended we find professional help for financial questions—but that’s hard to do in Canada where “financial planner” is a term frequently used and completely unregulated. Yet, half of Canadians believe those who use the title are operating under enforced guidelines. So how can you know who to trust? We ask Kelley Keehn, personal finance educator, speaker, and author, and consumer advocate for the Financial Planning Standards Council. And for more information visit the Financial Planning Standards Council and the Alberta Securities Commission’s CHECKFIRST resource.