Can you afford to ignore Advisor's Alpha?
Establishing wealth is already an uphill battle.
Explore the electrifying idea that a skilled advisor can add about 3% to your investments after tax and fees. Every extra dollar is a step closer to your aspirations.
Lots of people throw money into an investment account at a bank. Others take the DIY approach and invest using an app. But there’s nuance that a portfolio manager brings to the table: quality portfolio construction, custom wealth management, and empathetic behavioural coaching.
This webinar is tailored for executives and business leaders in Alberta and BC who want to grasp the fundamentals. Let this free session invigorate you into demanding more from your advisor!
We’ll discuss:
Differences Between Advisors and Portfolio Managers
Stocks vs. Bonds
Risk of Ruin
Biases & Cognitive Errors
The True Cost of Fees
And more!
There’s no such thing as a stupid question. The webinar wraps up with a live Q&A. Don’t be afraid to take advantage of our expert insight!
Presented by: Karlen Daschuk, CFP®, Associate Investment Counsellor