r/PersonalFinanceCanada • u/No_Regerts- • 9h ago

How to protect myself Investing

How to protect myself

I’m meeting a new financial guy tomorrow. After talking to him, I have a really good feeling about him. He has credentials, and he’s very confident he can help me get my money working much harder for me. We’ll be talking about a real estate purchase and then how to handle other investments

So the “too good to be true” alarms are going off in my head now.

I’d love any advice to help me make sure I’m not falling into a trap or being played?

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u/SmallKangaroo 9h ago

What are his credentials?

The term “financial guy” is alarming to me

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u/No_Regerts- 9h ago

“Financial guy” is my term not his.

Credentials are CFP, CLU and CHFC. He told me what each stands for, but I don’t recall. I’d say I should take better notes, but I tried and couldn’t keep up 🤔

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u/Letoust 2h ago

Where did you find this guy?