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How to choose the right financial advisor

September 2025

Wealth Wednesday

In this season premiere of Wealth Wednesday on CHCH Morning Live, Yvonne Delry, Investment Specialist at FirstOntario Credit Union and Aviso Wealth, shares expert insights on how to find a financial advisor who fits your needs.

From understanding the long-term benefits of working with an advisor to knowing what questions to ask, this episode empowers you to make informed decisions about your financial future. Learn why communication, trust, and alignment with your goals are key to building a successful advisor-client relationship.

Key topics covered:

  • The impact of financial advice on long-term net worth
  • What to look for in an advisor: credentials, personality, and communication
  • How to navigate market downturns and savings goals
  • Where to find qualified financial advisors in Canada

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Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. This content is provided for informational and educational purposes only, is subject to change without notice, and should not be considered financial, tax, legal, investment, or any other form of professional advice. Nothing presented constitutes a recommendation, solicitation, endorsement, or offer to buy or sell any mutual funds by Aviso Wealth, or any other products or services by FirstOntario Credit Union. The views expressed are those of the contributors and do not necessarily reflect those of Aviso Wealth. You assume all risks associated with the use of this content, including, without limitation, any reliance on its accuracy, completeness, or usefulness. Links to third-party websites may be included for convenience; neither Aviso Wealth nor FirstOntario Credit Union endorses or is responsible for the content of these external sites.