MoneySense Approved

WHAT DOES IT MEAN TO BE A MONEYSENSE APPROVED FINANCIAL ADVISOR?

MoneySense is Canada’s leading personal finance media brand. It is also the only directory of financial advisors who surpass MoneySense’s standards and passed their own rigorous test for:

  • Customer service
  • Fair and reasonable pricing
  • Knowledge and experience
  • Transparent fees and reporting

MoneySense has done the legwork so that you don't have to. MoneySense screens applicants for their qualifications and subjects them to an extensive survey of their services and practices, including fees and adherence to high standards of client service. In order to be MoneySense Approved, advisors must exceed a certain score in their proprietary evaluation and an anonymous survey of their existing clients. They pay a fee to participate in this program, but only those with top marks actually make it onto the list.