FAQ

Compellingly embrace empowered e-business after user friendly intellectual capital. Interactively actualize front-end processes with effective convergence. Synergistically deliver performance based methods of empowerment whereas distributed expertise.
http://www.walleraccounting.com/wp-content/uploads/2019/05/img-faq.png

The Benefits
Of Avantage

Credibly reintermediate backend ideas for cross-platform models. Continually reintermediate integrated processes through technically sound intellectual capital.
Why should I hire a financial planner to manage my money?

A financial planner will be able to connect all of the financial dots in order to provide you with an overall plan to meet your financial goals. He or she should have training and experience in all kinds of financial products and financial aspects of your life – equities, bonds, insurance, taxes, and estate planning – in order to make the right recommendations for your personal situation. A financial planner can also save you thousands of dollars in tax deductions and find higher-yielding investment products at little or no extra risk.

How much does a financial planner cost?

The fees will vary depending on the education and experience level of the financial planner, and how the fees are assessed. In general, a financial planner will charge based on one of two ways: commission or fee-only. If the planner charges based on commission, the amount will usually be a percentage of each transaction or assets under management. If the compensation structure is fee-only, he or she will typically charge an hourly rate or will quote a specified fee for the services provided.

Which certifications should my financial planner have?

There are a number of different financial planning certifications. While a financial planning professional can have any of several designations or certifications, at the very least you should make sure that he or she is licensed and in good standing with the licensing authority. Three of the most common designations are Certified Financial Planner, Chartered Financial Consultant, and Registered Investment Advisor.

How can I pick a good financial planner?

Choose a financial planner who has experience dealing with clients in similar circumstances to yours. You’ll also want to make sure that the financial planner has your best interests in mind, and that he or she isn’t selling you products that are not suited to your needs. Interview prospective financial planners and ask them about credentials, management strategies, and history of performance. Call up past clients as references.

How should I vet financial advisors?

Your plan should be to interview several financial advisors to find one that meets your investment style, has a good track record of returns, is open about his or her fee structure, and discloses any conflicts of interest. During the interview process, ask questions that address these main points. Ask the advisor for references and follow up with them to make sure the advisor is trustworthy.

Great Reviews by our Clients

We Listen,
You Prosper

Our clients have always trusted our expertise and advices. Here’s what they have to say about us.
http://www.walleraccounting.com/wp-content/uploads/2019/04/client-01-160x160.jpg

Absolutely spot-on!

Seamlessly visualize quality intellectual capital without superior collaboration and idea-sharing. Holistically pontificate installed base portals.

Joanna Prestley

http://www.walleraccounting.com/wp-content/uploads/2019/04/client-02-160x160.jpg

Best decision ever

Quickly deploy strategic networks with compelling e-business. Credibly pontificate highly efficient manufactured products and enabled data.

Bradley Smith

http://www.walleraccounting.com/wp-content/uploads/2019/04/client-03-160x160.jpg

Saved my Business

Dynamically target high-payoff intellectual capital for customized technologies. Objectively integrate emerging core competency communities.

Priscilla Jackson

http://www.walleraccounting.com/wp-content/uploads/2019/04/client-04-160x160.jpg

The right investment

Compellingly embrace empowered e-business after user friendly intellectual capital. Interactively actualize front-end processes convergence.

Collin Leblanc

http://www.walleraccounting.com/wp-content/uploads/2019/04/client-06-160x160.jpg

All the right answers

Efficiently enable enabled sources and cost effective products. Completely synthesize principle-centered information after ethical communities.

Lilah Beck

http://www.walleraccounting.com/wp-content/uploads/2019/04/client-05-160x160.jpg

Best people for me!

Objectively integrate enterprise-wide strategic theme areas with functionalized infrastructures. Interactively productize premium technologies.

Justin Emerson

What does
Avantage do?

Collaboratively administrate turnkey channels whereas virtual e-tailers. Objectively seize scalable metrics whereas proactive e-services. Seamlessly empower fully researched growth strategies.
What are the best financial management companies?

The key to successful financial planning is finding an honest and knowledgeable financial advisor that has you interests at heart. Any financial management company can potentially employ such an advisor. It’s great to side with a company that has a good track record of customer support, positive returns, and open fee structure, but don’t focus on this too much. Focus on finding an excellent advisor above all else.

What is involved in financial planning?

Financial planning looks at a person’s overall financial picture. A financial planner will often ask a prospective client to fill out an extensive questionnaire in order to understand his or her financial needs and goals. The planner will usually put together a detailed, short-term 5-year plan designed to improve the client’s overall financial position. That may be followed by a long-term plan, along with suggestions about how to save and invest for retirement and a child’s college education at the same time. The planner will also look at ways to reduce current and future tax liabilities and protect assets by having the proper life, health, disability and long-term care insurance coverage in place. Finally, he or she may offer suggestions on estate planning.

What is a time horizon?

Time horizon refers to the amount of time a person has to save for a particular event. For example, the time horizon for a college savings account might be 10 years for the parents of an eight-year old child, but 15 years for the parents of a three-year old. Likewise, the time horizon for a 30-year old saving for retirement might be 35 years, whereas it might be 15 years for a 60-year old who started saving late in life.

How are financial planners paid?

Financial planners are paid on either a commission or fee basis, or sometimes a combination of the two. Commissions are usually one-time charges based on each product sold or for each transaction. Fees can be based on the percentage of assets under management, an hourly rate, or even a flat fee.

How often should I see my financial planner?

While your financial planner may make a different recommendation based on your particular circumstances, it’s a good idea to see him or her once a year. You should also consider making an appointment in anticipation of life-changing events such as marriage, the birth of a child, divorce, or after inheriting a large amount of money.

http://www.walleraccounting.com/wp-content/uploads/2019/04/img-financial-plan.png
bt_bb_section_top_section_coverage_image
http://www.walleraccounting.com/wp-content/uploads/2019/03/blog-post-01-640x427.jpg
London Office
Visit our agency or simply send us an email anytime you want. If you have any questions, please feel free to contact us.
http://www.walleraccounting.com/wp-content/uploads/2019/04/blog-post-11-640x427.jpg
Tokyo Office
Visit our agency or simply send us an email anytime you want. If you have any questions, please feel free to contact us.
Address
102-0082 Chiyoda-ku,
Ichibanchō, 15-5
Call us
042-3996514
042-4031877
Email us
info@avantage.jp
office@avantage.jp
http://www.walleraccounting.com/wp-content/uploads/2019/04/blog-post-07-640x427.jpg
Ontario Office
Visit our agency or simply send us an email anytime you want. If you have any questions, please feel free to contact us.
Address
20 Gerrard St E, Toronto
ON M5B 2P3, Canada
Call us
613 285 5534
613 282 3355
Email us
info@avantage.ca
office@avantage.ca
bt_bb_section_bottom_section_coverage_image
Waller AccountingHeadquarters
Organically grow the holistic world view of disruptive innovation via empowerment.
Our service locationsAreas of Service?
http://www.walleraccounting.com/wp-content/uploads/2019/04/img-footer-map.png
Surrey
Langley
Abbotsford
Get in touchWaller Accounting Social links
Taking seamless key performance indicators offline to maximise the long tail.
Waller AccountingHeadquarters
Organically grow the holistic world view of disruptive innovation via empowerment.
Our locationsWhere to find us?
http://www.walleraccounting.com/wp-content/uploads/2019/04/img-footer-map.png
Surrey
Langley
Abbotsford
Get in touchWaller Accounting Social links
Taking seamless key performance indicators offline to maximise the long tail.