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 Canadian Investment Advisors
Canadian Investment Advisors in the majority of cases are commissioned advisors working for brokerage companies, banks, credit unions, trust companies and mutual fund companies. Investment advisors depending on who they work for offer a wide variety of products and services to investors. The types of products an investment advisor will offer will depend on what firm they are working for. In addition to the financial institution they work for, how they are licensed also dictates what types of products are available. Not all Canadian investment advisors have access to products such as guaranteed investment funds, annuities, guaranteed minimum withdrawal benefit plans and guaranteed lifetime withdrawal benefit plans.
Visit Guaranteedinvestments.com for these types of products and services.
Minimum Account Size
A large number of firms and investment advisors have minimum account sizes and have minimum thresholds of $100,000 or $250,000 in many cases. As well, a large number of Canadian investment advisors will have a minimum account size of $500,000 or higher. In many cases, investors regardless of the amount of funds on deposit with the advisor have access to the same types of products and services.
Guaranteedinvestments.com
Many Canadian investment advisors do not have access to guaranteed type investment products including guaranteed investment funds, segregated funds, annuities, insured annuities, guaranteed minimum withdrawal benefit plans and guaranteed lifetime withdrawal benefit plans.
Guaranteedinvestments.com provides conservative risk adverse investors with access to a wide variety of secure investment products including GICs, annuities, guaranteed investment funds, guaranteed minimum withdrawal benefit plans, guaranteed lifetime withdrawal benefit plans and insured annuities. Guaranteedinvestments.com is located on Bay Street in downtown Toronto and services clients across the province. The professional advisors have over 35 years of combined experience and have helped invest and structure investment portfolios totalling in excess of $250,000,000. The experienced financial professionals have credentials including Chartered Financial Analyst, Certified Financial Planner, Masters of Business of Administration, Canadian Investment Manager and many other professional and industry related credentials. Guaranteedinvestments.com and TS Wealth does not provide advice on products such as stocks, bonds or mutual funds. In addition, Guaranteedinvestments.com and TS Wealth does not provide investors with access to these above mentioned products.
Investment Advisors Commission
Investment advisors charges fees or commissions by different methods. Investors sometimes pay a fee based as a percentage on the assets managed by the investment advisor. In other situations, investment advisors charge commissions to buy and sell securities. It is extremely important to know exactly what the commission structure is before engaging an investment advisor. The Canadian Investment advisor industry is very competitive and investors should not be afraid to negotiate an agreeable commission schedule in advance.
Canadian Investment Advisor Questions
Investors should ask a series of questions when interviewing a new investment advisor to manage their investments.
These questions are not limited to the following:
- How long have you been an investment advisor?
- Do you have a list of references available?
- How many clients do you manage?
- What is the average portfolio size of your clients?
- Is there an area of expertise you specialize in?
- Do you consider taxes when recommending appropriate investments?
- What is your commission schedule?
- Should I decide to leave you at some point – can the account be transferred out to another financial institution and if so what is the charge?
- How often do we review the investments?
- Do all of your clients hold similar type investments?
- What types of products are you allowed to sell/recommend?
- Are you paid the same way and the same amount regardless of what product you recommend?
Contact Guaranteedinvestments.com and TS Wealth for additional information to obtain product information.
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