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10 Questions to ask when choosing a Financial Planner

Know what relevant questions to ask when choosing a financial planner

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Testimonial

A through explanation of investments and financial planning was covered. Our representative Wendy was fantastic, by giving so much time, care and expertise in a most comprehensive manner, established a positive rapport from the start and reached out at our convenience numerous times to make sure all our investment goals and strategies were dealt with.

- Anonymous, Ontario

Phone: 613-771-1244 I email: info@rileyfinancial.ca

The information on this website is intended for residents of Ontario only. For the IPC Wealth privacy policy, click here.

Insurance products, including segregated fund policies are offered through Riley Financial Group Inc. or offer mutual

funds through IPC Wealth Inc. IPC Wealth and design are trademarks of Investment Planning Counsel Inc. and used

under license to IPC Wealth Inc. Make your investment decisions wisely. Important information about mutual funds is

found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions,

management fees and expenses all may be associated with mutual fund investments. Mutual funds are not

guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment

returns will fluctuate.

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© 2023 Wendy Riley. All Rights Reserved.

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