Lifestyle
Discover New Investment Insights in 2017
Reaching your financial goals is now easier than ever, with new detailed information about investment fees and performance starting this year. These insights will help bridge the knowledge gap between investor and advisor and open up a meaningful discussion about your advisor’s role and the health of your investments.
Take advantage of this new information by asking your financial advisor these key questions:
1. How well did my investments perform?
2. Am I on track to reach my financial goals?
3. How much am I paying for the services I receive?
4. What services are covered under my fees?
Read your new reports in detail to obtain a broader understanding of your investments. Your increased understanding will help you play a more active role in your overall financial plan and give you confidence that you’re making the right decisions.
SOURCE: www.newscanada.com