I Need an Investment Advisor – Questions to Ask
November 2025
Many people feel uncomfortable searching out a professional and trustworthy investment advisor, even if it is an employee of the financial institution where they normal deal. You should not feel that way; it is your money and very important that you protect and invest it wisely. I have prepared the attached article to guide you in your process. There are many more questions you should consider asking also, which are in my other article titled, Questions to Ask your Financial Advisor, available on my website. However, this is my opinion of fair questions for an introductory meeting. You should consider doing your homework by having such a meeting with three different advisors to help you make the right decision.
See this PDF file to see how you should approach your first meeting, and fair questions to ask. Believe me, most of these questions should be answered by them before you start asking as part of their own introduction. However, either way, they will be very forthcoming with the answers or should be excluded from your short list of advisors to be considered.
Questions for potential investment advisors
Blair Corkum, CPA, CA, R.F.P., CFP, CFDS, CLU, CHS holds his Chartered Professional Accountant, Chartered Accountant, Registered Financial Planner, Chartered Financial Divorce Specialist as well as several other financial planning related designations. Blair offers hourly based fee-only personal financial planning, holds no investment or insurance licenses, and receives no commissions or referral fees. This publication should not be construed as legal or investment advice. It is neither a definitive analysis of the law nor a substitute for professional advice which you should obtain before acting on information in this article. Information may change as a result of legislation or regulations issued after this article was written.©Blair Corkum