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Fee only, advice only financial planning with Steve Bridge
Advice-Only Planning, Explained
In this episode, Keith Matthews sits down with Steve Bridge, advice-only financial planner at Money Coaches Canada, for a wide-ranging conversation on one of the most important and underserved areas of Canadian financial services: fee-only, advice-only financial planning.
Steve shares his personal journey from losing money with a commission-based advisor in the early 2000s, to educating himself, to eventually building a practice where he works exclusively in clients’ best interests with no product sales, no commissions, and no conflicts of interest. Keith and…
The skinny
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