Glynis Van Steen
31
Value of a Trusted Advisor
– By Brian Weatherdon , MA , CFP , CLU , CPCA
Considering the value of your money , life , and future wellbeing , “ trust ” surely is at the heart of everything .
A 2017 Environics poll showed , only 3 % of Canadians using financial advisors were unhappy with the service they receive . A year earlier , the BC Securities Commission found that 90 % are confident in their financial advisors . That leaves some room for improvement , yet Canadians generally express high trust in their advisors .
What creates trust ? # 1 is having an advisor who is approachable , friendly , reliable , responsive . She or he must clearly understand what is most important for you and your future needs . This experience , and the ability to explain things clearly , can become a strong and valued friendship over the years ahead .
# 2 speaks to their qualifications , and helps overcome a risk of the first point . Bernie Madoff is the famous fraudster whose friendly ways “ made off ” with $ 65 Billion of investors ’ money . He ’ s now serving a 150 year prison term . Be clear about learning an advisor ’ s certifications and freely ask for recommendations from others who are using this advisor ’ s service .
# 3 brings the high commitment to ongoing service . You want a proactive advisor who will reach you with a useful update each monthly or quarter , as you wish . You deserve an advisor who responds promptly whenever you call or email . Bonus if the advisor has a support team adding to this care and effective results you will enjoy year round .
# 4 is transparency in how your advisor and team get paid . Some people write a cheque directly for services received . Others prefer having an automatic payment from their account each month ( more if accounts rise , less if accounts fall ). Avoid paying both ! Ensure too that any payment or commissions only occur for accounts on which you ’ re actually receiving value and service .
# 5 is having a certified plan which guides and describes the role of money in your life today and for all seasons to come . Seeing the future in this way brings so much confidence ! Now you can truly know , all is well , and you have a valued guide for the journey forwards .
The trusted advisor – A true advisor earns your trust by listening , understanding , and diligently protecting your money and the lifestyle you choose . Risks are lower . Results are stronger . Heartfelt confidence and trust in the person guiding your wealth plan is “ priceless ” •
Brian Weatherdon of Sovereign Wealth Management Inc ., is a Certified Financial Advisor , retirement coach , and consultant on wealth and aging . 905-637-3500 brian @ sovereignwealth . ca
Sustaining Income and Retirement Lifestyles
www . GuaranteedIncome4Life . ca
Dedicated to helping YOU achieve a financially satisfying lifestyle with real estate :
• REVERSE MORTGAGES
• Mortgages for self-employed
• Private lending
Brian Weatherdon CERTIFIED RETIREMENT COACH CERTIFIED FINANCIAL PLANNER
( 905 ) 637-3500 x 223 brian @ sovereignwealth . ca
Let us help you grow !
Promote your business or event with THIS SIZE AD ( business card ) for $ 83 / month . In print + online .
silvergoldmagazine . ca info @ silvergoldmagazine . ca 905.220.0762
invest in real estate invest in your future !
Licence # 10646
Glynis Van Steen
Mortgage Broker Certified Reverse Mortgage Specialist
Direct : 647-296-0011 www . centum . ca / glynis _ vansteen
Centum Total Mortgage Services Inc . 455 Kerr Street , Oakville , ON L6K 3C2
Silver & Gold Magazine ~ SUMMER 2018
31