Share your insights or perspective on the financial matter presented in the input.

Getting financial advice: Accountant vs. Investment Adviser vs. Internet/self-taught?
I think the OP is getting lost in designations.  Sounds to me that what he wants is a 'financial advisor' not an 'investment advisor'.  Does he even have investments?  Does he want to be told which securities to buy?   Or is he wanting advice on overall savings, insurance, tax-shelters, retirement planning, mortgages, etc.  Which is a different set of skills - the financial advisor skill set. Accountants don't have that skill set.  They know operating business reporting, taxes and generally how to keep it healthy and growing.  They can do personal tax returns (as a favour to only the owners of the business they keep track of usually). IMO they can deal with the reporting but not the planning or optimization. But IMO the OP should just read up and learn this stuff for himself.  Accreditation mean nothing.  Eg.  the major 'planner' brand teaches factually wrong stuff about RRSPs - which are the backbone of Canadian's finances.