When you are searching for a financial advisor, it’s wise to find one who is not simply trying to sell you an investment product or something that the company they work for would like them to sell. With financial advice, you shouldn’t be sold anything – you should expect thoughtful investment and planning advice, with recommendations and solutions that meet your goals.

Financial Advisor independence is very important when it comes to meeting your expectations. In seeking a financial advisor, strive to work with someone who has access to ALL investment options and solutions available. Strive also for an advisor who is focused on your overall financial and retirement plan.

I’m very fortunate that Raymond James Ltd., the company I represent, is a fully independent financial services firm. That means that there is no internal pressure to invest in "their" investment products. I am free to offer the investments that are most suitable for you...period.

This independence provides me with the ability to deliver truly expert advice, as I am free to view the world of investment opportunities with clear vision – unencumbered by any “corporate” pressure. I look forward to the opportunity to bring this experience to you and your family, and help you achieve your financial dreams.

Information in this article is from sources believed to be reliable, however, we cannot represent that it is accurate or complete. It is provided as a general source of information and should not be considered personal investment advice or solicitation to buy or sell securities. The views are those of the author, [name], and not necessarily those of Raymond James Ltd. Investors considering any investment should consult with their Investment Advisor to ensure that it is suitable for the investor’s circumstances and risk tolerance before making any investment decision. Raymond James Ltd. is a Member - Canadian Investor Protection