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.

Shop around

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:

  • What training does he/she have?
  • What expertise?
  • What productsis he/she authorized to sell? (e.g. some professionals are authorized to sell only mutual funds
  • How is he/she paid? (commission or a flat fee)

Check

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!