What should I look for in a Moncton financial advisor?

A Moncton financial advisor should be able to look beyond investments and understand how the different parts of your financial life work together.

That may include retirement planning, tax strategies, estate planning, insurance, investment management, and wealth transfer. For people with more complex financial needs, it’s also valuable to work with an advisor who takes a comprehensive financial planning approach and can coordinate with your other professional advisors when needed.