http://www.governorswalkresidence.com/

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megram - 55JulOttawa - Index

GOVERNOR’S
GOVERNOR’S
GOVERNOR’S
WALK WALK WALK
Style
Sophistication
and Support
Ottawa’s very finest retirement
residence, Governor’s Walk, is
on the edge of Rockcliffe, steps
from the Rideau River in the
designated historical district of
New Edinburgh.
Enjoy all the comforts of home,
fine dining, attractive surroundings
and personal care. Highest
levels of ORCA accreditation.
Call now for a Tour, Free
Brochure or join us for our
Open House and Afternoon
Tea every Sunday from 2 – 4pm.
150 Stanley Ave., Ottawa • 613 564-9255
www. governorswalkresidence.com
July/August 2008 • Ottawa 28 • Fifty-Five Plus Magazine
Incorporated any new information into your financial
plan?
Provided you with regular updates on how your
investment portfolio is performing?
Been available to answer all of your questions or
address your concerns?
What to expect from a financial advisor?
There are things to avoid when selecting a financial
advisor. Some points are quite obvious, while others are
less so.When developing a plan it is sometimes what the
financial advisor doesn’t ask that should sound alarm
bells. There is a process to financial planning. If they
don’t ask you a series of questions before recommending
products, they are not looking after your interests.
You should also beware of financial advisors who
routinely try to steer you in one direction.A professional
financial advisor will also typically recommend more
than one investment product, and will walk you through
each to help you decide.
What to avoid in a financial advisor?
1. No credentials. Avoid so-called financial advisors
who refuse to provide you with their credentials, or are
not members of a professional organization that requires
continuous learning and demands adherence to strict
standards for professional conduct.
2. Bias. Many financial advisors are employees of
respected companies that develop and sell financial
products. But avoid those who will put an
employer/employee relationship (or compensation)
ahead of your personal interests. Professional financial
advisors always put your interests first and offer objective
advice to assist you.Avoid those who may be thinking
of their compensation, or the demands of their
employer.