What Is a Chartered Financial Analyst?

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• Sharp Asset Management Inc.

• How to Choose a Professional Financial Advisor

• 416-722-9009

• Contact_at_sharpasset.com

2

• Qualifications and Credentials

• Look for certifications like CFP, CFA , or CPA to
  ensure expertise and professional standards.
• Ensure your financial advisor has the necessary
  licenses and qualifications, demonstrating their
  credibility compliance with regulatory standards

3

• Experience and Expertise

• Consider their experience in the financial
  industry
• Look for expertise in areas relevant to your
  financial needs

4

• Fiduciary Duty

• Choose an advisor who is legally obligated to act
  in your best interest
• Discuss the importance of fiduciary duty
• Essential trust and loyalty from advisors

5

• Services Offered

• Evaluate the range of services provided by the
  advisor
• Ensure they align with your specific financial
  goals

6

• Fee Structure

• Understand the advisor's fee structure (hourly,
  flat fee, commission-based)
• Consider the costs and how they fit into your
  budget

7

• Client References and Testimonials

• Request references from current or past clients
• Read testimonials to gauge their reputation and
  client satisfaction

If youre in Ontario and are looking for an
independent financial advisor to help provide
guidance with your financial planning, contact
the private wealth management professionals at
Sharp Asset Management.
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• Communication and Accessibility

• Consider the advisor's communication style and
  availability
• Ensure they are responsive and accessible when
  you need them

To learn more about investing with Sharp Asset
Management, contact us today.
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• References

• https//www.sharpasset.com/how-to-choose-a-profess
  ional-financial-advisor
• https//www.sharpasset.com/why-it-s-important-to-c
  onsider-esg-when-it-comes-to-investing
• https//www.sharpasset.com/what-is-chartered-finan
  cial-analyst

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• Contact us

• 21 Greenwin Village Road, Toronto, Ontario, M2R
  2R9

• P.O BOX 74539 Humbertown Centre,
• 270 The Kingsway Toronto, ON M9A 5E2

• 416-722-9009

• contact_at_sharpasset.com

• www.sharpasset.com

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• Thank you