Looking for a financial planner in BC

[Darcy Currie]

I’m currently looking for a financial planner!

There seems to be lots available in BC but wondering if someone here could recommend one who could be helpful specifically for real estate investing and setting up a holdings company.

Thanks in advanced!

-Also will be searching for a performance coach down the road, happy to field ideas or guidance on where to start there.

[Chris Baxter]

@Darcy Currie, I'd second @Julie Toh's comments... most financial planners get paid on commission by selling products (mutual funds, insurance) to people that don't want the 'hassle' of learning what to do with their money. If you are keen on REI, you'll want to interview accountants and ask them about their experience in this area. A CPA that invests in REI is what you are looking for.

If you want to learn the basics so that you can carry on an intelligent conversation with them, I recommend this book:  https://www.amazon.ca/Accounti...