When you are evaluating an investment advisor or a financial planner, often it comes down to relationships. There are, however, a number items you should check including:
– References from clients
– Investment philosophy
– How they are compensated?
– How are they regulated?
More information is available on choosing your financial planner at http://www.jpw.ca/choosing-your-financial-planner.html
Remember it is your money. If you have further questions, please do not hesitate to contact me.