• Certified Financial Planner in Ontario

    Certified Financial Planner in Ontario

    A certified financial planner belongs to the category of a financial advisor. These professionals have a dedicated skillset based on intense training and competent financial understanding. A certified financial planner in Ontario has years of experience regarding long-term financial planning, compliances, and strict ethical standards as provided by the governing authority. However, unlike other financial advisors, a certified financial planner in Ontario categorizes its relationship as professional. This means they must always make decisions considering clients’ interests rather than prioritizing personal gain. What Are The Responsibilities Of A Certified Financial Planner? A certified financial planner will create and revise a financial plan as the parameters and clients’ requirements shift. Regardless, the intention…