Independent Perspectives – Brokerage Report Card 2020

May 11, 2020

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.

https://www.investmentexecutive.com/newspaper_/brokerage-report-card/newcomer-outperforms-in-report-card-debut/

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The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document. Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact me for individual financial advice based on your personal circumstances. WAPW is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

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