Jonathan Mercier

By Jonathan Mercier

November 1, 2014

Financial Security

4 Words to Describe a Financial Security Advisor

Article revised on 29 August 2017

Information has become more accessible with the Internet and new technologies.  You can do a lot of things online (paying bills, purchasing items, registering for programs, etc.)  On the other hand, when it comes to your financial needs and goals, a face-to-face meeting with an advisor is the best way to go.

A financial security advisor’s main responsibility is to listen to clients. Since they often assist their clients with major life changing events, it’s important they listen carefully to what their clients need.

An advisor can evaluate your financial situation, as well as advise you on insurance, investments, savings and annuities.  Overall, they can provide you advice on pretty much anything a person or family might need in terms of financial services. They’re similar to personal coaches to help you achieve your goals.

An advisor in four words

1. Professional

In addition to being certified by provincial regulators, your La Capitale financial security advisor is governed by a code of ethics. Not only are they capable and attentive to your needs, advisors are bound by confidentiality and act above all in your best interests.

2. Understanding

Advisors understand your needs because they take the time to listen to your concerns, dreams and projects. Then they examine your financial situation and propose a strategy to grow your money, so that you can attain your objectives.

3. Guide

Since advisors know your reality, they can propose products that will meet your needs. By following up with you regularly, they can guide you at the various stages of your personal and professional life.

4. Reliable

Since you both are working toward the same goal, you can build up trust in your advisor. He or she is your ally. Your advisor works for you and with you to build a sound, growing financial base.

Regardless of the nature of your dreams and ambitions, your financial security advisor is an invaluable partner to help you achieve them. Can you really do without one?

 

Note: This article is intended for information purposes only and should not be construed as legal, financial, tax or other advice. The circumstances or factors may vary depending on your individual situation. Before taking action, we encourage you to consult a professional. La Capitale shall not be held liable for any consequences arising from any decision taken based on the content presented in this article.

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