What is a Trusted Contact Person

What is a Trusted Contact Person

November 22, 2021 | Curtis Grainger Jason Fields

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Starting Nov 22, 2021 as advisors we are now required to ask all clients who their Trusted Contact Person will be. What is a Trusted Contact Person? The Article from RBC Wealth Management outlines what you need to know as an investor and how this per

Starting Nov 22, 2021 as advisors we are now required to ask all clients who their Trusted Contact Person will be. What is a Trusted Contact Person? The Article from RBC Wealth Management outlines what you need to know as an investor and how this person can help protect your financial well-being.

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