Your financial planner will deal with one of the most personal and sensitive aspects of your life: financial security. As a result, TRUST is at the heart of the financial planning relationship – trust in the planner’s competence, integrity and objectivity, and trust that the planner will act first and foremost in your best interests.
At Ming & Associates, we are committed to serving our clients with the sincerity and integrity that they deserve. Each of our planners holds the distinguished Certified Financial Planner (CFP) designation or is working towards its completion, which helps to ensure that we stay at the forefront of the financial planning profession. Over the long term, strong relationships grounded in competency, trust and mutual respect allow us to serve clients throughout the challenges of their lives.
Ultimately, your goal is to find a competent, qualified professional with whom you feel comfortable and whose business style suits your financial needs. Before making a decision, we recommend that you gather the following information on the individuals that you are considering.
Most importantly, what are their qualifications, are they a Certified Financial Planner? The Certified Financial Planner Program has been the longest operating course of its kind in Canada and was the first program to be recognized by the Financial Planners Standards Council (FPSC). Other important questions to ask would be: What experience do you have? What services do you offer? How are you compensated? Are you regulated by any organization? Do you work alone or within a team that will always be available to meet my needs?
For more tips on choosing a planner and a description of the high standard of conduct you can expect from a Certified Financial Planner licensee, visit the Financial Planners Standards Council website at www.cfp-ca.org.