RESOURCES

Portfolio performance is important, but advisors today need to be more well-rounded if they want to attract and retain clients, says Afsar Shah, a partner with The Personal Coach, a consulting firm that specializes in working with financial advisors, in Waterloo, Ont.

Too much money sits today in high-fee investing products that do not justify the cost. The consulting firm Mercer Canada has come up with a fresh take on how to pry some of this money loose and then direct it into more cost-efficient options.

Choosing an investment advisor need not be a difficult undertaking. While it m ay seem challenging due to the vast array of firms and individuals offering various services and financial products, we believe we can sim plify the process. This section is intended to give you a clear understanding of all the options available so that you can make an informed choice.