How do you know when it’s time to stop managing your finances alone and start working with an advisor? In this episode we break down the real signs that you’re ready for professional guidance.

Drawing on stories about DIY culture, avalanche safety, and investing overconfidence, we explore:

Why “a little bit of information” can be dangerous in investing

The difference between DIY learning, speculation, and responsible planning

How life changes  (marriage, kids, growing responsibilities) signal the need for a team

Why humility, accountability, and conversation lead to better long-term decisions

The value of a second set of eyes on your goals, risk, and portfolio

Whether you're early in your financial journey or managing new family responsibilities, this episode gives you a clear framework for when DIY investing should transition to professional support.

Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

This content was fully or partially generated by artificual intelligence. The advisor reviewed the critical information independently.