This web site is dedicated to investment fund investor education and protection. The multi-billion fund industry plays a key role in the savings and retirement plans of millions of Canadians. Many industry practices provide beartraps for the unsuspecting investor and securities regulations have not kept up with the pace of change in the industry.
Saturday, September 28, 2013
Retirees : Do they Face an Advice Gap?
Retirees have special needs and issues. Instead of being in the accumulation phase of investing , they are in the distribution phase. Taxation is a bigger issue. Obtaining competent financial advice is a challenge. Read the full article
Thursday, September 12, 2013
Do Financial Advisors add value after costs?
Article discusses the challenges of selecting a Financial advisor and the types of value-add that are possible. Appropriate cautions are highlghted . Read the full article
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