Working with an investment adviser

Name: Working with an investment adviser
Start: 2025-09-18T19:00:00-03:00
Location: Halifax Central Library

Schedule

Thu, 18 Sep, 2025 at 07:00 pm

UTC-03:00

Location

Halifax Central Library | Halifax, NS

Do you have an investment adviser who manages your investments? Maybe you’re looking for a new adviser, or want to assess the relationship you have with your current adviser? Do you know how investment advisers are registered and regulated in Nova Scotia?
Join David Harrison from the Nova Scotia Securities as he explains the registration process of investment advisers in NS, some tips to follow when looking for a new adviser, or assessing your current client-adviser relationship, and what expectations you should and should not have in the client-adviser relationship.