Regulations for your Financial Advisor: How it affects retired investment clients

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Regulations for your Financial Advisor: How it affects retired investment clients

September 18 @ 1:00 pm - 2:00 pm

Thursday, September 18 at 1p.m.Join Wei Woo, Investment Advisor, CIM, EPC who will provide you with updates in the investment world. Since 2009 implementation, there has been a new set of rules and reporting requirements on your non-registered, RRSP, and TFSA accounts. Is a regulatory initiative designed to help clarify investment performance, communication, and costs for investors, as well provide more transparency. Come join Wei as we discuss what this all means, and to find out if your financial advisor or investment advisor is doing what is in your best interest.

Details

Date:
September 18
Time:
1:00 pm - 2:00 pm
Event Category:

Organizer

JDIC
Email
programmer@jdicseniors.ca
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Venue

The Centre
10052-117 St. NW
Edmonton, Alberta T5K 1X2 Canada
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