Hear what at least one advisor wants you to know but never have enough time to explain in meetings.
---
How well do you know what you are invested in and how well do you know your financial strategy? The truth is, there is never enough time in meetings to become well educated to participate in a higher end of collaboration with your advisor. This is why I created this podcast. My objective is to create a solid foundation of knowledge for my clients (an anyone else that listens) so that clients receive the best services they can.
I recommend having a pen and journal handy to write down what you learn, which will help you become a highly knowledgeable client that will look out for yourself, your family and your friends.
I’m excluding my name from this podcast as I want to remain a financial advisor, not a personality.
I'm keeping the number of episodes to a minimum as I am concentrating on the foundation to service my clients and investors that listen. I will re release the episodes on occasion and I might add new episodes when they help build the foundation.
I am taking on new Canadian clients. Email me at informedcanadianinvestor@gmail.com and we can arrange an in person or video meeting.
Happy investing.