What Should You Expect from
Your Financial Advisor and Why
A wide range of financial planning and investment advisory services are available in the Canadian market today from an equally wide range of companies – including banks, trust companies, brokers, investment dealers, insurance companies and financial planners.
Unfortunately, there is also a wide variation in the quality of advice and level of service provided by these different organizations.
To help you determine whether you are receiving the advice and service you are entitled to, we have identified nine key standards of performance you should expect from your financial advisor.
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