with Carlo Cansino
Senior Financial Planning Advisor
Warranted or not, the investment industry, and those who work within it, may have a reputation for being dishonest and self-serving. It is unfortunate that the selfish behavior and callous practices of few, can tarnish the industry, as a whole.
The purpose of this lunch and learn is to provide clarity on some of the more ambiguous parts of the retail investment industry.
Such as:
- How is my advisor compensated?
- What are the different types of fees and how does it affect me?
- My rates of return never seem to line up with the “charts”.
Am I doing something wrong? - Who are the different market participants and how do they make money at my expense?
- How are the regulators influencing change in the industry?
Is it a good thing for me?
This event took place at the Thornhill Country Club on Monday, February 27th between 12:00pm – 1:00pm.