What a Good First Meeting With a Financial Advisor Looks Like
The most productive first meetings are diagnostic. Recommendations come later, once there is enough context to make them meaningful.
What to prepare
- A rough list of assets, debts, income and monthly commitments.
- Existing coverage and group benefits.
- Recent tax and registered plan statements if available.
- The three outcomes that matter most to you over the next decade.
What to ask
- What licences do you hold, and in which provinces?
- How are you compensated for the products you recommend?
- What happens if my circumstances change?
- How often will we review the plan together?
What should happen afterwards
You should leave with a clearer picture of your situation and a defined next step — not a signature request. Any recommendation should connect visibly back to an objective you stated.
Frequently asked questions
Is the first consultation free?
Canada GFI offers a complimentary 45-minute financial review with no obligation. Advisors are compensated by the product providers when a client chooses to proceed with a solution.
What should I bring to a financial review?
A summary of assets, debts, income, existing coverage and your main goals. Exact figures help, but approximations are enough for a first conversation.
This page is educational information about Canadian financial concepts. It is not personalized financial, tax, insurance or legal advice, and it does not consider your individual circumstances. Product availability, eligibility, pricing and tax treatment depend on the provider, your situation and current Canadian rules. Speak with a professional licensed in your province before acting.
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