Finding a good financial advisor you can trust can be difficult. Here's how to get started.
An RBC Financial Planner Will: ; Listen carefully to understand your current situation ; Introduce and explain the options available for you based on your life priorities and associated financial goals ; Harness RBC’s extensive resources and expertise in financial planning, investments, borrowing and more to develop and monitor your customized financial plan
A financial planner is an advisor who helps clients manage their financial affairs and work toward their long-term financial goals. Many hold a professional designation.
Learn the differences between financial advisors and financial planners.
When scanning the financial advisor landscape, a financial advisor and a financial planner are both very broad categories. Here are the differences.
The first step to finding the right financial advisor is to figure out what sort of professional financial help you need.
Learn what a financial planner does, their benefits, and how they can help you achieve your financial goals. Find out more about financial planning services.
Certified financial planner is a professional designation awarded to financial advisors who have passed rigorous coursework and an examination to prove their fluency in all aspects of financial pla...
A financial planner helps you chart a course for your financial life.
When should I make a financial plan? Depending on your life stage, you’ll have very different goals and questions – such as how to get the most value from your work pension, how to pay...