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Millennial Money Canada
Guillaume Girard & Sam Lichtman
29 episodes
1 week ago
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Investing
Business
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All content for Millennial Money Canada is the property of Guillaume Girard & Sam Lichtman and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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Investing
Business
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Ep.015: How to Find a Financial Advisor in Canada with Jason Watt
Millennial Money Canada
57 minutes 7 seconds
8 months ago
Ep.015: How to Find a Financial Advisor in Canada with Jason Watt
In this episode of the Millennial Money podcast, Sam Lichtman speaks with Jason Watt about the complexities of finding a financial advisor, the importance of trust, and the challenges faced by underrepresented demographics in accessing financial advice. They discuss the advice gap in Canada, the role of social media in connecting clients with advisors, and the ethical considerations in financial planning. The conversation also covers the questions clients should ask potential advisors and the nuances of fiduciary standards in Canada. In this conversation, Jason Watt and Sam Lichtman delve into the complexities of fiduciary obligations in financial planning, contrasting the suitability standard with fiduciary standards. They discuss the importance of client education, identifying red flags in financial advisory practices, and the value of personalized financial planning. The conversation also touches on the evolving role of financial advisors in a landscape increasingly dominated by low-cost investment options, emphasizing the need for advisors to provide value beyond mere investment selection.   Work with Millen Wealth Advisors Book an intro meeting: https://www.mwadvisors.ca/ Self-paced tax and investing course for business owners: https://courses.mwadvisors.ca/   Follow Sam and Guillaume on Social Media Podcast YouTube Channel: https://www.youtube.com/@MillennialMoneyCanadaPodcast TikTok: https://www.tiktok.com/@millennialmoneycanada?lang=en Instagram: https://www.instagram.com/financialplannergui/ Guillaume LinkedIn: https://www.linkedin.com/in/guillaume-girard-cfa-cmt-cfp-08487170/ Sam LinkedIn: https://www.linkedin.com/in/sam-lichtman/
Millennial Money Canada