Someone you can develop a trusted friendship with. Your advisor will be of little use to you if you don’t trust and respect them to help you through your journey.
Someone who shares your values. It will be difficult for you and your advisor to work together to achieve your goals if you don’t value the same things.
Qualifications and a good track record. You want your advisor to be educated and experienced. The education requirements between a representative at a bank and one with a professional designation are worth noting.
Let’s work together.
Book Appointment
