What can a financial advisor do for you?
By ATB Financial 30 September 2019 3 min read
Whether you’re conquering the world on your own, raising children or caring for extended friends or family, life can be busy. It is said that “life happens while you’re busy making other plans,” and a year can seemingly go by in the blink of an eye. You’re working hard and making money, but is your money working for you?
Working with a financial advisor can help make some of your questions and worry disappear, help you develop your personal financial plan, and give you more time to do the things you love.
What does a financial advisor do?
Building a relationship with a trusted advisor is like adding a supporting cast member to your family team. They’re your trusted professional that is dedicated to understanding what’s happening in the market and the economy, assessing how those changes can affect your portfolio and proactively make recommendations to help you stay ahead.
They’ll work with you to build a financial plan and can help you make appropriate adjustments as your life situation changes. In short, they carefully listen to your goals and continuously carve the best path to help make them happen.
It starts with trust
Your money is a personal matter and establishing trust with your advisor will give you the confidence that you’re headed in the right direction. Says Michael Gee, Senior Financial Advisor with ATB Wealth, “We don’t treat our clients as numbers, but as individuals, each with hopes, dreams, worries and questions. Each client relationship is unique, and we take your best interests to heart.”
At the end of the day, you don’t want a one-size-fits-all solution as your financial plan; you want to be heard and understood, with a strategy that’s right for you and your family.
ATB Wealth consists of a range of financial services provided by ATB Financial and certain of its subsidiaries. ATB Investment Management Inc., ATB Securities Inc., and ATB Insurance Advisors Inc. are individually licensed users of the registered trade name ATB Wealth. ATB Securities Inc. is a member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.