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What is your advisor's "background" ? You give him the investments accumulated during a lifetime, thus it is important that you are comfortable with the experience and credentials of the person guiding you.
The recent Ponzi schemes put in place by hedge fund manager Bernard Madoff or the alleged fraud commited by "financial advisor" Earl Jones sensibilizes us more to possible scams commited when it comes to our investments. In this context, I offer you a list of criteria that aim at helping investors reduce the risk that they will be victims at some point to these types of frauds.
I have created a series of questions that will allow you to identify any changes that need to be made in order to attain your financial objectives.
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Disclaimer
The content of this site addresses itself only to the residents of the provinces of Quebec and Ontario. National Bank Financial is an indirect wholly-owned subsidiary of National Bank of Canada. National Bank of Canada is a public company listed on the Toronto Stock Exchange (NA:TSX) The information contained herein was prepared by Cathy Duval, Investment Advisor of National Bank Financial. The opinions expressed herein do not necessarily reflect those of National Bank Financial and are based upon our analysis and interpretation of these particulars and are not to be construed as a solicitation or offer to buy or sell the securities mentioned herein. The particulars contained herein come from sources believed to be reliable but are not guaranteed by us and may be incomplete. National Bank Financial may act as financial advisor, fiscal agent or underwriter for certain companies mentioned herein and may receive remuneration for its services. National Bank Financial and/or its officers, directors, representatives or associates may have a position in the securities mentioned herein and may make purchases and/or sales of these securities from time to time in the open market or otherwise. The securities mentioned in this document are not necessarily suitable to all types of investors. Please consult your investment advisor.
The content of this site addresses itself only to the residents of the provinces of Quebec and Ontario. National Bank Financial is an indirect wholly-owned subsidiary of National Bank of Canada. National Bank of Canada is a public company listed on the Toronto Stock Exchange (NA:TSX) The information contained herein was prepared by Cathy Duval, Investment Advisor of National Bank Financial. The opinions expressed herein do not necessarily reflect those of National Bank Financial and are based upon our analysis and interpretation of these particulars and are not to be construed as a solicitation or offer to buy or sell the securities mentioned herein. The particulars contained herein come from sources believed to be reliable but are not guaranteed by us and may be incomplete. National Bank Financial may act as financial advisor, fiscal agent or underwriter for certain companies mentioned herein and may receive remuneration for its services. National Bank Financial and/or its officers, directors, representatives or associates may have a position in the securities mentioned herein and may make purchases and/or sales of these securities from time to time in the open market or otherwise. The securities mentioned in this document are not necessarily suitable to all types of investors. Please consult your investment advisor.
