Independent Thinking
Working For You.

Choosing a financial planner

May 25, 2012

Choosing a financial planner

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.

It is our strong belief that to be successful in reaching your goals it is necessary to have a plan in place and to follow a process. That is, to make your life and financial decisions not by accident but by design.

Remember, successful people ACT towards the future they want!

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Our Clients

Their honesty and customer service is right up there, with the knowledge and recommendations on where investments should be made. When it’s time for a change Tim is always honest with us on where any changes should be made.

Janet McDonald

To me, it is their personalized service. When something happens, you can go in and discuss your options. The whole team knows your plans, listens to your needs, and can help you make adjustments.

Richard Dumoulin

They are very courteous, friendly and find them very professional. They are good at taking care of time sensitive matters and you get a general sense of being taken care of.

Ginny Blair

The fact they take time to discuss with you their knowledge base, they give you all the options then give you their opinion and let YOU make the final decision.

Elisabeth 

Their integrity and 1-on-1 communication skills, always personable. Tim and his team make you feel comfortable no matter how much you are investing.

James