Working with an investment advisor

Schedule

Thu Oct 17 2024 at 07:00 pm

Location

Halifax Central Library | Halifax, NS

Advertisement
Do you have a financial adviser who manages your investments? Maybe you’re looking for a new advisor, or want to assess the relationship you have with your current advisor? 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.
Advertisement

Where is it happening?

Halifax Central Library, Halifax, Canada

Event Location & Nearby Stays:

Nova Scotia Securities Commission

Host or Publisher Nova Scotia Securities Commission

It's more fun with friends. Share with friends