If the folks at Second Opinion don't sell securities are they licensed to give investment advice to individuals? If not, what exactly do you expect for a second opinion since they cannot comment on the suitability of any investments for any individual. I suppose they could comment on asset allocation and perhaps they could comment on fees but I would not expect them to comment on the investments themselves.You could actually use the firm Second Opinion Investor Services - they don't sell securities so there'd be no pressure to move your assets there.
Like I was saying above, there are many good fee-only advisors and financial planners but most of the ones I've seen are not licensed to sell or advise on investments. It may help to make sure you know what you're dealing with before committing to an appointment. And good luck.whadoiknow said:Can anybody recommend an excellent fee-only planner and give me a sense for their rates. I live in Oakville but anywhere in the GTA would be great.