Investment Advisor Awards May Mislead Clients
When you attempt to evaluate the quality of an investment advisor, are you influenced by special awards they have achieved? If so, be careful, writes Peter Watson. Some of these awards are not based on investment or financial planning proficiency. They are based on sales production or how much money an advisor manages. The Ontario […]
Change the relationship with your advisor
You don’t like your investment advisor and you are not sure what to do about it. This is a topic that resurfaces in the investment business fairly often. Our suggestion is to focus on the aspects of the relationship with your investment advisor that they can control. The value of helping you with financial planning […]
