Know your adviser

Choosing financial advisers is an important first step towards successful investment planning. Having access to sound, objective financial advice will be key to your long term financial success. With that in mind, you should take the time to get to know your financial advisers just as carefully as you would a family doctor or a lawyer.

• Find out more about what the initials on your investment adviser or financial planner's business card mean
  
• Get tips on choosing an adviser
  
• Read these helpful brochures: CSA brochure - working with a financial adviser and CSA brochure - when your broker calls take notes!
  
• Learn about your responsibilities as a client