Last week we blogged about the video Informed Investing: Investment Fees, that we launched on October 9 to supplement the Guide to Investing: How to be an Empowered Investor.
This week we are featuring the video Informed Investing: Using Registered Financial Advisor that discusses how to practice due diligence in researching a financial advisor or firm.
Prior to working with a financial advisor, you should investigate the individual’s qualifications and registration status.
The Canadian Securities Administrators (CSA) provides a National Registration Search database online where you can search an individual or firms registration status and find out what investment products they are qualified to sell.
You will find a wide, and potentially confusing, array of practitioners working in the financial service industry. Visit InvestRight’s Understand Titles and Designations page to get a breakdown on the different types of job titles and designations held by people, and what they mean.
If you have questions or concerns regarding an advisor or firm’s registration, please contact BCSC inquiries at 604-899-6854, toll free at 1-800-373-6393, or by email at [email protected].
With Mother’s Day just around the corner, I thought it would be a good idea to share my experience from last year. I believe it will give you some ideas on how to make this day special for your family, with the added bonus of helping with your long-term saving and investing goals. Furthermore, planning […]