You need a trusted financial advisor, not a sales professional You could also try the chartered institute for securities & investments (cisi's) wayfinder tool, it lists certified financial planners professionals and accredited financial planning firms An rbc financial planner will Listen carefully to understand your current situation introduce and explain the options available for you based on your life priorities and associated financial goals harness rbc’s extensive resources and expertise in financial planning, investments, borrowing and more to develop and monitor your customized financial plan stay in touch to ensure your goals are. To find a financial advisor near you or online, ask for recommendations, use a matching service and tap a planning organization or network. Looking for a financial advisor
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