10 Reasons You Shouldn't Have A Financial Advisor

10 Reasons You Shouldn't Have A Financial Advisor

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Publish Date:
6 November, 2024
Category:
Financial Planning
Video License
Standard License
Imported From:
Youtube

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➡️Fee For Service Planning: https://www.parallelwealth.com/planning
➡️Ontario Securities Commission Survey: https://www.osc.ca/sites/default/files/2021-04/inv_research_20210421_self-directed-investor-survey.pdf

Not filing your taxes can have several consequences, but one of the bigger ones is you will miss out on credits and benefits that will save you money. I encourage everyone to file their taxes this year, and see if you qualify for any savings opportunities!

If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to get your retirement plan on track.  You can learn more about our services at https://www.parallelwealth.com/planning

Financial Resources I personally recommend:
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OUTLINE
0:00 - Certifications
1:36 - Second Channel
2:09 - Reason One
3:40 - Reason Two
4:22 - Reason Three
5:16 - Reason Four
6:17 - Reason Five
7:22 - Reason Six
8:47 - Reason Seven-Ten

This presentation is intended for information purposes only and does not constitute an offer to buy or sell our products or services nor is it intended as investment and/or financial advice on any subject matter. Every effort has been made to ensure the accuracy of its contents. Certain of the statements made may contain forward-looking statements, which involve known and unknown risk, uncertainties and other factors which may cause the actual results, performance or achievements of the Company, or industry results, to be materially different from any future results, performance or achievements expressed or implied by such forward-looking statements. Returns are not guaranteed and past performance may not be repeated.
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DISCLAIMER: The videos and opinions on this channel are for informational and educational purposes only and do not constitute investment advice. Adam Bornn is not registered to provide investment advice and as such does not provide recommendations - those looking for investment advice should seek out a registered professional. Adam is not responsible for investment actions taken by viewers and his content should not be used as a basis for investment trades.