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Table Of Contents

What Kind of Advice Do You Need?
Understanding Risk
Psychological Pitfalls to Investing
Interviewing Candidates
To Fee or Not to Fee: Understanding Costs
How to Evaluate Performance
Making It Work: Forming Realistic Expectations
Keys to a Successful Relationship
The Financial Services Industry in Canada
Advisor Credentials and Designations
ConCluSIon
GloSSary
uSeful ContaCt InformatIon
P. 1
Choosing the Right Investment Advisor

Choosing the Right Investment Advisor

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Published by iUniverseBooks
If you met your investment advisor at a party or hired him because he coaches your son’s hockey team, you may not have researched his credentials, ethics, and financial performance. Don’t be afraid to correct the situation. If you are seeking to hire an investment advisor, either for the first time or to replace your current one, equip yourself with the knowledge you need to make the right choice.Author Carol A. Santamaura, an investment advisor, specializes in growing wealth for investors. The principles she shares in this guidebook focus on Canada but can be ap-plied anywhere. They include how to under-stand what kind of investor you are, avoid psychological pitfalls of investing, interview investment advisor candidates, and cultivate a successful relationship with your advisor.Take off your blinders so you can see past the charismatic salesperson with the convincing pitch. By balancing short- and long-term objectives and investing in an efficient manner, you can achieve your financial goals. It all starts with Choosing the Right Investment Advisor.
If you met your investment advisor at a party or hired him because he coaches your son’s hockey team, you may not have researched his credentials, ethics, and financial performance. Don’t be afraid to correct the situation. If you are seeking to hire an investment advisor, either for the first time or to replace your current one, equip yourself with the knowledge you need to make the right choice.Author Carol A. Santamaura, an investment advisor, specializes in growing wealth for investors. The principles she shares in this guidebook focus on Canada but can be ap-plied anywhere. They include how to under-stand what kind of investor you are, avoid psychological pitfalls of investing, interview investment advisor candidates, and cultivate a successful relationship with your advisor.Take off your blinders so you can see past the charismatic salesperson with the convincing pitch. By balancing short- and long-term objectives and investing in an efficient manner, you can achieve your financial goals. It all starts with Choosing the Right Investment Advisor.

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Publish date: Oct 26, 2011
Added to Scribd: Oct 28, 2011
Copyright:Traditional Copyright: All rights reservedISBN:9781462052158
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07/06/2014

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9781462052158

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