Regulations for your Financial Advisor: How it affects retired investment clients
The Centre 10052-117 St. NW, EdmontonThursday, 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 ...