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Sharp Asset
Management Inc.
How to Choose a
Professional Financial
Advisor
416-722-9009 Contact@sharpasset.com
Qualifications and Credentials
• Look for certifications like CFP, CFA , or CPA to
ensure expertise and professional standards.
• Ensure your financial advisor has the necessary
licenses and qualifications, demonstrating their
credibility & compliance with regulatory
standards
Experience and Expertise
• Consider their experience in the financial
industry
• Look for expertise in areas relevant to your
financial needs
Fiduciary Duty
• Choose an advisor who is legally obligated to act
in your best interest
• Discuss the importance of fiduciary duty
• Essential trust and loyalty from advisors
Services Offered
• Evaluate the range of services provided by the
advisor
• Ensure they align with your specific financial
goals
Fee Structure
• Understand the advisor's fee structure (hourly,
flat fee, commission-based)
• Consider the costs and how they fit into your
budget
Client References and Testimonials
• Request references from current or past clients
• Read testimonials to gauge their reputation and client satisfaction
If you’re in Ontario and are looking for an independent financial advisor to help provide
guidance with your financial planning, contact the private wealth management
professionals at Sharp Asset Management.
Communication and Accessibility:
• Consider the advisor's communication style and
availability
• Ensure they are responsive and accessible when
you need them
To learn more about investing with Sharp Asset
Management, contact us today.
References
• https://www.sharpasset.com/how-to-choose-a-professional-financial-advisor
• https://www.sharpasset.com/why-it-s-important-to-consider-esg-when-it-
comes-to-investing
• https://www.sharpasset.com/what-is-chartered-financial-analyst
Contact us
21 Greenwin Village Road,
Toronto, Ontario, M2R 2R9
416-722-9009
contact@sharpasset.com
P.O BOX 74539
Humbertown Centre,
270 The Kingsway
Toronto, ON M9A 5E2
www.sharpasset.com
Thank you

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How to Choose Professional Financial Advisor.pptx