A retired brokerage expert talks to the Globe and Mail about his process of choosing an adviser to handle his own portfolio.
“Two key things I look for in an adviser are a meeting of
the minds, and a meeting of the hearts.”
Colin Monteith looked purely online to find advisers who talked about
“what they believe in and what makes them different”.
Advisers who didn’t offer such insights
“tell(s) me they’re not very good at relating to personal
questions, and all too many issues we have as investors
involve personal aspects of our life. If they’re not very good
with that sort of stuff, I don’t want to deal with them.”