What Is the Role of a Financial Advisor?

September 29th, 2021
What Is the Role of a Financial Advisor

If you are wondering what, exactly, a financial advisor does, and how that would benefit you, then this is the article for you. 

A good financial advisor is highly trained in the art and science of investing. He or she will understand not just economics and fiscal policy, but both local and global trends. The financial advisor will have a good understanding of taxation in Canada, and abroad, and how your specific taxation profile is impacted by your investments.

The financial advisor helps you to decide on and define your goals. With that in mind, the financial advisor helps you to achieve those goals with a diversified portfolio of investments that best suit your needs.

Here are some examples of how working with a financial advisor would benefit you:

  1. The financial advisor will know and be able to recommend investments best suited to your specific strategy.
  2. He or she will be able to explain the tax consequences of different investments or the sales of those investments.
  3. The financial advisor will be keeping his or her eye on your portfolio to let you know when certain trades may be a good idea or when new investment opportunities are arising.
  4. You will have a trusted advisor who cares about how your portfolio performs and will do his or her best to help you meet your goals.

Investing your hard-earned dollars should be left to professionals. If you want a professional financial advisor to give you good advice and make the most of what you have—and you are tired of going at it alone--then feel free to contact Noah Belcher to talk about your investment possibilities. His office number is (604) 535-3454.

Noah Belcher is an Investment Advisor with iA Private Wealth Inc., and is a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Investment Manager (CIM®), who helps his clients achieve their financial goals and objectives. He offers personalized solutions and stellar customer service to clients with complex tax profiles who require top-notch advice.

If you have any questions about this article or would like to talk to him about your financial profile, call his office at  (604) 535-3454.

This information has been prepared by Noah Belcher who is an Investment Advisor with iA Private Wealth Inc. Opinions expressed in this article are those of the Investment Advisor only and do not necessarily reflect those of iA Private Wealth. The information contained herein may not apply to all types of investors.  iA private Wealth Inc., is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.


Post a Reply