In this Finance Friday segment, FirstOntario’s Chief Risk Officer, Mark Perkins, answers a viewer question about whether it’s better to work with one financial advisor or a wealth management team. He explains how identifying your financial needs, asking the right questions, and meeting with multiple professionals can help you make an informed choice. The discussion covers advisor credentials, communication styles, and compensation models, including fee based and commission based approaches. Mark emphasizes that understanding how advisors operate and are paid leads to more confident financial decisions.
Mobile app service disruptions for iOS users
Please be advised that we are experiencing service disruptions for iOS users on our mobile app. Members can access online banking via desktop, android and biometric login. iOS users can log in via FirstOntario.com through their mobile device. Thank you for your patience – our third-party provider is working to resolve the issue.