As someone who’s passionate about helping Canadians build financial security, I always encourage clients to ask the right questions when seeking financial advice. It’s important to know that many bank advisors are limited to recommending only their institution’s products—and an advocacy group for older Canadians has pointed out that this can restrict your choices. In fact, a recent regulatory review found that nearly 25% of in-branch advisors admitted they haven’t always acted in their clients’ best interests. Small differences in returns may not seem like much, but over time, they can significantly impact your retirement. That’s why I believe in transparency and true best-interest standards, so you can make confident, informed decisions about your future. Advocacy, education, and robust regulation matter for everyone’s financial health and dignity—especially as we all plan for the years ahead.

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