When to break up with your advisor (and how to do it)

Susan Latremoille   MBA, FCSI, ICD.D, FEA

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:

https://www.thestar.com/business/wealth/2017/04/30/when-to-break-up-with-your-advisor-and-how-to-do-it.html

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.

All material has been prepared by Susan Latremoille. Susan is a Wealth Advisor at Richardson GMP Limited. The opinions expressed in this blog/video are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson GMP or its affiliates. Richardson GMP Limited, Member Canadian Investor Protection Fund. Richardson is a trade-mark of James Richardson & Sons, Limited. GMP is a registered trade-mark of GMP Securities L.P. Both used under license by Richardson GMP Limited.

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Susan Latremoille

MBA, FCSI, ICD.D, FEA

Director, Wealth Management, Wealth Advisor

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Susan Latremoille is an experienced source for journalists and available for media interviews and speaking engagements. Please contact Susan directly.