Financial Planner vs Financial Advisor, Toronto, ON

  • July 26, 2023 9:02 AM EDT

    A Financial Planner, Advisor is a professional who specializes in helping people make financial decisions that align with their financial goals. Financial planners can help create a comprehensive financial plan for a person, including budgeting, saving, and investing for specific goals. They can also help with retirement planning , estate planning, and tax planning. Financial planners can also provide advice on debt management, insurance, and investments. Allegiant Capital Group Financial Services is a holding company for various financial services businesses. Call us today at (888) 886-7742.