A financial advisor can cut through the confusion so you can see the path to your savings goals more clearly. But how do you find an advisor that works for your specific needs?

There are a few factors to consider when choosing a financial advisor/counsellor to manage your portfolio on an ongoing basis or when you need assistance with creating a financial plan. A financial advisor counsels you based on your financial objectives, short- and long-term goals and how much risk you are comfortable with when investing.

According to analysts at Gunter Financial Group of Raymond James, establishing clear objectives will help narrow down your list of potential advisors to those who best fit your needs.

He added that considering seeking recommendations from friends and family or consulting your certified public accountant would help you get a trusted financial advisor.

As you research potential financial advisors, here are a few key considerations:

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