Invest With Advice --- Working with an Investment Advisor
We Can Help!
A professional Investment Advisor should have a time-proven process in place to help you accurately assess your financial goals and devise a comprehensive and realistic plan to achieve them. In an industry that has no standard way to objectively measure the effectiveness of investment advisors, how do you assess the relative merits of prospective advisors? In the section “Getting Investment Advice” you will find information about our industry and what you should know when searching for an advisor. It outlines what you should expect from your current investment advisor, and the steps you should take to find the right one for you.
General information and commentary
In the Equity Investments section you will find information that will cover and compare Items like ETF’s mutual funds, and money managers. Also you can expect to find market commentary from both myself and others as well as other articles concerning the equity markets.
Tax considerations will deal with the basics of creating a tax efficient portfolio. In it you will find information on TFSA’s, efficient income distributions, and other articles describing tax efficient investing. The information should be considered a starting point and more details should be provided by your professional advisors.
|
|
|
|
Tips
To check registrations go to
www.osc.gov.on.ca
All IIROC (Investment Industry Regulatory Organization of Canada) members are also members of the Canadian Investor Protection Fund (CIPF). For more information on coverages go to www.cipf.ca
How secure are my investments at yourCFO?
yourCFO Advisory Group is a member of Investment Industry Regulatory Organization of Canada (IIROC), and all client accounts are held by our IIROC Carrying Broker TD Waterhouse Canada Inc.
The safety and protection of your investments are of the utmost importance. yourCFO Advisory Group and TD Waterhouse Canada are member firms of the Canadian Investor Protection Fund (CIPF). Customers’ accounts are protected for losses arising from the insolvency of a member firm for up to $1,000,000. For those clients with accounts carried by TD Waterhouse, additional protection is provided by TD Bank. www.yourcfoinc.com
|
