Choosing an investment firm is as important as choosing an advisor. Being in the industry almost 25 years, I can attest to how important this choice is. An advisor’s firm dictates what products and support is available and ultimately what level of service that can be offered to his or her clients. Please find here my thoughts on the Investment Executive’s Brokerage Report Card and how you can use it to help choose which firm you would like work with to help you protect and grow your family’s wealth.
I encourage everyone with an investment account in Canada to take a look at the 2020 Brokerage Report Card as well as the article that accompanied it.