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I am wondering if anyone knows of any good financial advisors in Brandon. I am not looking for anything major, just a simple life insurance policy. I have done the background research on policies, just need to find a financial advisor now. Thanks for the help

investors groups: Al Rosendaal  
Nesbitt Burns/BMO on Victoria: Lorne Porobec

Tracy Wray, smaller business with very personal service!

Extremely easy to talk to, and really takes a genuine interest in YOUR needs and wants. Fantastic experience.

Every person who sells insurance should be showing you a disclosure statement stating which companies they represent. Some advisors are captive meaning they represent 1 company or need permission of that company to sell anyone else's product. Ask if the advisor uses lifeguide or another program to compare prices from all companies. Someone who represents multiple companies should be able to tell you the advantages of each company without prejudice. They would also meet your needs.

Please call this knowledgeable advisor. She is super-smart, very pleasant and accommodating-simply, we think the world of her! Call 204-729-3400, ext 7505.

Trevor at Prairie Schooner Wealth Connections. www.prairieschoonerwc.com

How can a firm like Investors have the best interest of the client when all they sell is their own products, or get paid more to sell propitiatory products.

MichaelP said "How can a firm like Investors have the best interest of the client when all they sell is their own products, or get paid more to sell propitiatory products. "

That i:ncludes banks too. I've had investments with IG and RBC that should have appreciated in value. These were purchased in 2009 so they should have grown. When I cashed in the one with IG in late 2013, I actually lost a bit of money. With the one that I had with RBC, the only reason that it grew was because it was reinvested into itself. Otherwise, the price per unit fell.  
 
I'm now with Keith and Shirley at National Best on Rosser and my investments are doing what they are supposed to be doing - growing. Keith and Shirley work for you, the client.

I agree with you about the banks. I will say while each firm does have some good "funds", I would highly suggest getting second opinions when you see their own product being put in front of you. I foresee a major shakeup in the "advisor" world with the new regulations being placed on firms. I think once the full amount of fees people are being charged are shown, there will be a lot of questions being asked...

- There's a difference between a financial adviser and a financial advisor: "Advisers" are regulated and have a legal responsibility to act in your best interest. "Advisors" are … not the same.  
 
So, be careful: Banks may call them "advisors" so a salesperson sounds impressive, but you could be stuck without protection. -  
copy and pasted from this CBC article http://www.cbc.ca/news/business/marketplace-watchdog-adviser-advisor-1.4049326

For the recommendations, messages and tips. I'm looking into everyone recommended and trying to choose the best fit for me, as I'm not looking for someone who is going to try and sell me a bunch of products.

What about a place like Edward Jones. Would they be similar to a bank or Investors Group?

Each place offers a different style of advisors. The problem with big banks and most institutions is they are paid on a "Grid System". These are guidelines that are set by the company stating the advisor must reach certain amounts of compensation in order to be paid commission or even keep their jobs. Resulting in the advisor potentially doing business that in their favor and not yours.  
 
http://business.financialpost.com/investing/investing-pro/bank-of-montreal-is-cutting-brokers-in-dribs-and-drabs  
 
Ask the advisor how they get paid. I personally use an advisor that runs off a flat fee model. This is where the advisor pays a certain dollar amount each year and he is not subject to any grid systems.  
 
Dont be afraid to ask questions!!!

Thank you so much Donna for the recommendation. I merged my business and joined Premier Financial, so Bloom is no more.  
 
But same great, personal service will continue to be provided by me at my new location.  
 
204-727-8204

Also ask any future Financial Advisor what training or education they have with finances is a must. I'm finding lately that a lot of Financial Advisors have Bank Customer Representative training but not a whole lot of investment experience - training.  
I would recommend Wes Rushton at Investor's Group or Dwight Conroy at RBC.

don't be fooled by these investment firms i retired 7 yrs ago and my investments drop drasticly when i withdraw cash without any explanation nor will they give one i finally withdrew what was left and went with a bank charges are all explained and very low when i withdrew the last of my investments from investment company the month before i had 120k the next month i recieved 80k when funds had neither gone up or done was told there were fees and that was that my investor never returned a call again tried 30 or 40 times