— Saw this on BBN by Dale Jackson who points out 5 signs your financial advisor might be asleep on the job. Here are the warning signs: 1. You get ghosted: They only call you once a year when RRSP season rolls around. 2. They aren't registered: They cannot be found on the official Canadian regulator database. 3. A history of trouble: They have past official rule-breaking records on file. 4. Flat-lining money: The broader market goes up, but your portfolio stays totally flat while they still take high fees. 5. Ignoring your big picture: They just sell standard cookie-cutter products instead of looking at your actual life goals. This is a huge reason why many self-directed investors prefer taking total control with low-cost, all-in-one index ETFs. They are like (all-in-one): - $VT, $XEQT, $ZEQT, or $VEQT Or building their own mix like (index/ETF): - $VOO, $SCHD, $VFV, and $XIC! No ghosting, no high fees, and you keep all your compounding growth. Do you use an advisor, or do you manage your own money? — This is for information and education use.
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