I want to manage my finances
How to find the financial professional who is right for you
If you decide to deal with a financial professional, here are a few tips that will help you find the professional who will meet your needs.
Contact several professionals in order to compare their fees and services, and to find out which one you best get along with. You can ask the following questions:
Check with the Autorité des marchés financiers to see whether the professional is registered, i.e. whether he/she is authorized to practice this profession.
Make it your business
Whether you use an expert or not, you are the only person responsible for the way your money is managed. Don't become passive and contented with leaving your financial future in someone else's hands.
Financial markets evolve over time, as do your needs. Therefore, you have to monitor and adjust your investments periodically. That's what sound financial management means!