@calmmoneycoach: How to Find the Right Financial Expert for Your Retirement Planner If my mom asked me who to trust with her retirement, here is exactly what I would tell her. Over 100,000 people in Canada call themselves financial advisors. In most provinces, no credentials are required. So how do you figure out who is actually going to help you? In this video I break down: ∙ Who does what (planner vs advisor vs accountant) ∙ How they get paid and what it really costs ∙ The 3 questions to ask in a first meeting ∙ How to verify anyone in 5 minutes ∙ Why a one-time deep dive financial plan is worth it for almost everyone approaching retirement Search for: fee-only, advice-only, flat fee, fee-for-service Verify credentials: ciro.ca (AdvisorReport) fpcanada.ca (Planner Directory) fsrao.ca (Check Credentials - Ontario) Source: Vanguard Advisor’s Alpha (2025) This is part 6 of my Canadian retirement planning series. No one in this video paid me to mention them. It is always plannable. #retirementplanning #financialplanner #canadianfinance #feeonly

Brian | Calm Money Coach

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Wednesday 01 April 2026 18:00:03 GMT