financial planner

JAY MALLARI immigrated to Canada along with his wife in 2012. Like many other new Canadians, he wanted to expand his horizons in his adopted home. With a background in finance in his native Philippines and a degree in business, he found a job at Sun Life Financial, one of Canada’s largest insurance and financial services companies. But he also saw a need for people to help new immigrants navigate the Canadian financial world and plan for their futures.

What fee-only advice really means and how to choose a planner