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Choosing a financial planner shouldn’t feel like throwing darts at a board and hoping for a bullseye. In this episode, Tré breaks down how to find an advisor who actually fits your needs, not just someone with a title and a sales target. He explains why CFP certification is the minimum standard, why insurance-only licensing is a red flag, and why your stage of life or business matters more than most people realize.

You’ll hear how to vet an advisor properly, what questions to ask before sharing your financial details, and why the best planner for you is usually someone who already works with people in a situation like yours. This episode is especially useful for Canadian professionals, business owners, and anyone serious about making smarter financial decisions.

What listeners will learn

• Why CFP credentials should be the baseline
• How to spot red flags in financial advice
• Which type of planner fits your stage of life or business
• What questions to ask in an advisor interview
• Why investment philosophy and values matter
• How to avoid becoming the wrong-fit client

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