Does the relationship still match your planning needs?
Review your advisor before you move accounts.
Use the scorecard to separate advisor fit, fees, service rhythm, portfolio purpose, tax records, product terms, and transfer friction before deciding whether to stay, ask better questions, or change advisors.
What the scorecard helps clarify.
The scorecard is a planning tool, not a recommendation to move accounts. The goal is not to criticize your current advisor. The goal is to know whether staying, asking better questions, or transferring is the safest next step.
What are the direct, embedded, product, and transfer costs?
What should be reviewed, and how often?
Are ACB, gains, income slips, and withdrawals organized?
Can each account's job be explained in plain language?
What costs, tax events, product terms, or missing documents could matter?
Get the Advisor Review Scorecard.
Enter your name, email, and phone number to open the scorecard. You'll get a worksheet; no account movement or recommendation happens from this form.
A clearer review before paperwork.
- A six-part relationship scorecard
- Fit, fees, service, portfolio role, tax records, and transfer friction
- Sample excerpt: before signing transfer forms, identify tax, fee, product, and service friction
- Score interpretation that does not assume you should switch
- A notes page for the first advisor-review conversation
Do not include account numbers, SINs, tax slips, passwords, trade instructions, or full financial records in this form.
Get the scorecard