Get a Second Opinion

What is a second opinion?

Do you fully understand how your portfolio is invested? Are you on track to accomplish your investment needs and goals? A second opinion is the process of meeting with a professional financial advisor to review your current portfolio and determine if it is suitable for you given your unique situation. When it comes to your financial health, a second opinion can go a long way. Here are some things to think about to determine if you would benefit from receiving a second opinion:

    • When you established your investment portfolio, did your advisor take the time to understand you and your goals before recommending products to you?
    • Have you had any advice since setting your account up? Routine checkups and rebalancing are important to keep your portfolio on track to meet your goals. An investment portfolio that is suitable today may not remain suitable over time.
    • Would you like to have more than one set of eyes on your financial portfolio?
    • Do you like the idea of being treated with the same respect and professionalism when you come for a second opinion whether you are our client or not?
    • Would you be comfortable knowing that we would identify if your portfolio is already suitable, with no obligation to transfer your investments?
    • Do you like the idea of a no pressure, no obligation portfolio review where the only cost to you is your time?

What is our process?

Before we can confidently determine whether your current portfolio is suitable for you or not, we need to first take the time to understand your unique situation and your goals. This can be as brief as a simple conversation or as in depth as our full Financial Planning process. Once we understand your needs as an investor, we can then analyze your current investments and make a determination if they are suitable for you or not.

Who can you meet with for a second opinion?

Not only experts; our staff are your friends and neighbours so they care about you, your dreams and your community. Meet your team.
Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.

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