Working with an investment advisor
Schedule
Thu Oct 17 2024 at 07:00 pm
Location
Halifax Central Library | Halifax, NS
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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.
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Where is it happening?
Halifax Central Library, Halifax, CanadaEvent Location & Nearby Stays: