Upcoming scheduled maintenance for online and mobile banking

Please be advised that we will be performing scheduled maintenance on Sunday, May 24. Online and mobile banking will be unavailable between 6 a.m. and 10 a.m. Thank you for your patience.

Personal
Business
Wealth

Finding the right advisor for your financial goals

April 2026

Finance Friday

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.

Explore more resources

Strong financial literacy is key to making informed decisions about money.

View articles

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 by FirstOntario Credit Union. 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; FirstOntario Credit Union does not endorse and is not responsible for the content of these external sites.