The elusive search for financial advice

Fee-only advice is client-friendly, and it turns advisers into professionals who sell expertise rather than products

Globe and Mail, by Rob Carrick
November 2011

A young man in his early 30s came into the Ottawa firm Ryan Lamontagne recently to buy some financial advice. “He was a nice young guy, very frugal and investing on his own,” said Marc Lamontagne, a founding partner at the firm. “He said, I think I’m doing everything okay, but are there some things I could be doing to improve?”.

Full text: The elusive search for financial advice