{"id":419,"date":"2021-12-22T07:04:48","date_gmt":"2021-12-22T07:04:48","guid":{"rendered":"https:\/\/mercatorfinancial.ca\/?page_id=419"},"modified":"2024-02-06T19:04:50","modified_gmt":"2024-02-06T19:04:50","slug":"choosing-the-right-financial-advisor","status":"publish","type":"page","link":"https:\/\/mercatorfinancial.ca\/choosing-the-right-financial-advisor\/","title":{"rendered":"Choosing the Right Financial Advisor"},"content":{"rendered":"

[et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”4.16″ _module_preset=”default” background_image=”https:\/\/mercatorfinancial.ca\/wp-content\/uploads\/2021\/12\/1-1.png” global_colors_info=”{}”][et_pb_fullwidth_slider use_text_overlay=”on” _builder_version=”4.16″ _module_preset=”default” header_font=”|600|||||||” header_font_size=”30px” body_font_size=”20px” custom_padding=”380px||60px||false|false” custom_padding_tablet=”300px||||false|false” custom_padding_phone=”150px||30px||false|false” custom_padding_last_edited=”on|desktop” animation_style=”fade” animation_duration=”7000ms” auto=”on” auto_speed=”5000″ header_font_size_tablet=”28px” header_font_size_phone=”24px” header_font_size_last_edited=”on|desktop” global_colors_info=”{}”][et_pb_slide heading=”HOW TO CHOOSE THE RIGHT FINANCIAL ADVISOR FOR YOUR RETIREMENT YEARS” _builder_version=”4.16″ _module_preset=”default” background_enable_color=”off” background_image=”https:\/\/mercatorfinancial.ca\/wp-content\/uploads\/2021\/12\/1-1.png” background_enable_image=”on” global_colors_info=”{}” sticky_transition=”on”][\/et_pb_slide][\/et_pb_fullwidth_slider][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_text_color=”#CDA74B” header_font_size=”35px” animation_style=”fade” global_colors_info=”{}”]<\/p>\n

FINANCIAL CLARITY<\/strong><\/h1>\n

Spend time enjoying what you love most knowing you have financial clarity.<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_text_color=”#CDA74B” header_font_size=”35px” animation_style=”fade” global_colors_info=”{}”]<\/p>\n

PEACE OF MIND<\/strong><\/h1>\n

Know that your finances and loved ones are taken care of.<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_text_color=”#CDA74B” header_font_size=”35px” animation_style=”fade” global_colors_info=”{}”]<\/p>\n

PROACTIVE<\/strong><\/h1>\n

Always looking out for your best interests with independent unbiased advice.<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_button button_url=”\/contact” button_text=”BOOK A MEETING” button_alignment=”center” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”||0px||false|false” global_colors_info=”{}”][et_pb_row column_structure=”2_3,1_3″ use_custom_gutter=”on” gutter_width=”1″ make_equal=”on” _builder_version=”4.16″ _module_preset=”default” width=”100%” max_width=”2560px” custom_margin=”-73px|auto||auto||” custom_padding=”||||false|false” global_colors_info=”{}”][et_pb_column type=”2_3″ module_class=”image-display-mobile” _builder_version=”4.16″ _module_preset=”default” background_image=”https:\/\/mercatorfinancial.ca\/wp-content\/uploads\/2021\/12\/2-1.png” custom_padding_tablet=”150px||150px||false|false” custom_padding_phone=”120px||120px||false|false” custom_padding_last_edited=”on|desktop” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_font_size=”0px” global_colors_info=”{}”]<\/p>\n

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” background_color=”#dcddde” custom_padding=”150px||130px||false|false” custom_padding_tablet=”100px||100px||false|false” custom_padding_phone=”80px||80px||false|false” custom_padding_last_edited=”on|desktop” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_text_color=”#E09900″ header_2_font_size=”30px” custom_padding=”|15%|10%|15%|false|false” animation_style=”slide” animation_direction=”right” global_colors_info=”{}”]<\/p>\n

Do you have enough for retirement?<\/h2>\n

 <\/p>\n

You want to know you\u2019ll have enough money for your retirement years and think you could benefit from the advice of a professional. But you\u2019re worried that if you do get advice, you may end up getting sold a bunch of financial products or investments that aren\u2019t right for you<\/span><\/p>\n

So how do you choose an advisor that\u2019s right for you? We\u2019re here to help you with that!<\/p>\n

[\/et_pb_text][et_pb_button button_url=”\/contact” button_text=”BOOK A MEETING” button_alignment=”center” _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” background_color=”#585D62″ custom_margin=”-31px|||||” global_colors_info=”{}”][et_pb_row column_structure=”2_3,1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”2_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_text_color=”#FFFFFF” header_2_text_color=”#FFFFFF” header_2_font_size=”30px” animation_style=”slide” global_colors_info=”{}”]<\/p>\n

Would it be valuable to get clarity around your goals for the future and put it on paper?<\/h2>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_button button_url=”\/contact” button_text=”BOOK A MEETING” button_alignment=”center” _builder_version=”4.16″ _module_preset=”default” animation_style=”slide” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” background_color=”#FFFFFF” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_2_font_size=”30px” animation_style=”slide” global_colors_info=”{}”]<\/p>\n

What do I need to know when selecting a financial advisor?<\/h2>\n

 <\/p>\n

When selecting a financial advisor, the first thing you need to do is determine what kind of advisor you\u2019re looking for.<\/p>\n

 <\/p>\n

    \n
  • If you want advice solely on setting up an investment portfolio, then a general investment advisor may be fine for you. They focus on making your money grow and don\u2019t provide advice on any other financial matters.<\/li>\n
  • If you\u2019re looking for more tailored advice, you need to find a financial advisor with an appropriate area of specialization. This is particularly important if you want to plan for your retirement years, as you\u2019ll need an advisor who can help you prepare for your overall financial future.<\/li>\n<\/ul>\n

    [\/et_pb_text][et_pb_button button_url=”\/contact” button_text=”BOOK A MEETING” button_alignment=”center” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_row column_structure=”1_3,2_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_text_color=”#CDA74B” header_2_text_color=”#CDA74B” header_2_font_size=”30px” global_colors_info=”{}”]<\/p>\n

    Your Retirement Plan<\/strong><\/h2>\n

    With your own personalized Retirement Plan, you\u2019ll have a consolidated summary of your entire financial life with step-by-step support at your fingertips. A Retirement Plan for retirees is key to keeping you informed, engage, and motivated about your financial future!<\/p>\n

    [\/et_pb_text][et_pb_button button_url=”\/contact” url_new_window=”on” button_text=”Book a 30 Min Consultation” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”2_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

    <\/div>