Breaking up is never easy – and we’re not just talking about romantic partnerships. Your relationship with your Advisor is an important aspect of your overall financial health, and there may come a time when you discover that relationship is no longer working.
Susan Latremoille, Director, Wealth Management with the Latremoille Group at Richardson GMP, talked to the Toronto Star about the importance of maintaining a healthy relationship with your financial advisor. Check out the warning signs that indicate it may be time to make a change, get advice on how to find a new advisor, and learn how to amicably move on. Read more:
You can also check out our downloadable piece on Changing Advisors – Short Term Pain for Long Term Gain.
It provides valuable insight and tips on choosing a new advisor.