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Business Wealth
Raymond Kerzérho
Raymond Kerzérho

Understanding the Value of an Investment Advisor

PWL Capital
2016-11-1T10:00:16 November 1, 2016

A competent investment advisor can help you make the most of your portfolio and avoid costly mistakes. It’s important to understand the services performed and their value. This series will help you do just that. This first post looks at why it’s so hard to put a value on financial advice.

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Categories

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  • Starting Out

  • DIY Investing

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Portfolio Management and brokerage services are offered by PWL Capital Inc, which is regulated by Investment Industry Regulatory Organization of Canada (IIROC), and is a member of the Canadian Investor Protection Fund (CIPF).

Financial planning and insurance products are offered by PWL Advisors Inc., and is regulated in Ontario by Financial Services Commission of Ontario (FSCO) and in Quebec by the Autorité des marchés financiers (AMF). PWL Advisors Inc. is not a member of CIPF.

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