Don't Trust the Banks for Financial Advice? You're Not Wrong.
- Lori Curtiss
- Jul 18
- 1 min read
If you’ve ever felt like bank “advice” is really just a sales pitch, you’re right to be cautious. Most banks and financial advisors in Canada are paid by commission, meaning their advice is tied to what they can sell you.
But real financial planning doesn’t have to come with strings attached.
What Is Unbiased Financial Advice?
Unbiased financial advice in Canada means:
No commissions or product sales
No pressure to buy mutual funds, insurance, or investments
No “free” plans with hidden costs down the line
It’s advice that puts your goals first—not someone else’s bonus target.
Why Advice-Only Matters
As an Advice Only Financial Planner, I’m paid directly by you for honest, independent advice. I don’t sell products, and I don’t work on commission.
That means:
I work for you, not a company
I tailor your plan to your values and lifestyle
I give you the clarity to make decisions without pressure
Tired of Feeling Ignored or Pressured?
Many of my clients come to me after:
Feeling dismissed or talked down to by the bank
Getting pushed into products they didn’t fully understand
Wondering if the advice they received was really in their best interest
If you’re looking for clarity, not complexity - and want to work with someone who listens first - you’re in the right place.
If you’re looking for clarity, not complexity - and you want advice rooted in your values and goals, not the bank’s sales targets - you’re in the right place.
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