Nancy Graham CPA, CA, CIM, CFP, TEP

Portfolio Manager
  • T613.237.5544 x 303
  • 1.800.230.5544
  • F613.237.5949
  • 265 Carling Avenue,
    8th Floor,
  • Ottawa, Ontario K1S 2E1

Are Your Investment Management Costs Earning Their Keep?

June 29, 2017 - 0 comments

How much are YOU paying for financial advice? Are you getting your money’s worth, or is your advisor charging multiple percentage points to serve up little more than a basic investment portfolio?

I’m not saying there isn’t wonderful financial advice out there, but you don’t want to be paying white tablecloth, filet mignon prices for the equivalent of a fast-food burger.

So what does good financial advice look like – the kind that’s actually worth paying extra for? For starters, on the investment management front, look for evidence-based investment advice that gives you the best odds for capturing expected market returns (instead of chasing them), while managing the risks and related costs.


But again, hopefully, you’re also receiving way more than that for the added fees. How much more? Find out in today’s “No Dumb Questions” video.

By: Nancy Graham with 0 comments.
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