Planning for Retirement - Retirement BC
Description: Tax-Efficient Financial Planning and Investment Management
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As fiduciaries we are entrusted and required by law to put our client’s best interest first at all times . Similar to the Hippocratic Oath for physicians, the Fiduciary Standard places us under both a legal and moral obligation to put our clients’ best interest ahead of our own. You might find it odd (as we do) that not all financial advisors are held to this same standard. In many cases, financial advisors are simply held to a Suitability Standard, which only requires them to make recommendations that are
As fee-only advisors, the only compensation we ever receive comes directly from our clients. You can rest assured knowing that the only person we work for is you . We don’t receive commissions, kickbacks, or hidden compensation from any third party for making certain investment recommendations. As fee-only advisors we sit on the same side of the table as you.
Planning for Retirement - Retirement BC