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Second Opinion Request
Like many Canadian investors, you may be concerned about the cost of the advice you are receiving from your financial advisor.
Coming in early January 2017, all financial advisory firms will be required to disclose, in two clear and concise reports, the account performance and fees for the previous calendar year.
This is excellent news for investors like you. These new reports will result in more information and enhanced transparency, and will help you to understand the full value you are receiving from your financial advisor.
Here at RBC Dominion Securities, my team has long been providing this information to our clients. Thanks to the vast resources our clients have access to—such as award-winning research, cutting-edge trading technology, and wealth management specialists in estate planning, Wills, financial plans, business owner planning and more—we are confident in the value they receive for the fees they pay.
Has your current financial advisor been abundantly clear with you about fees? If so, do you feel you are receiving true value for these fees? If not, I’d be happy to offer a complimentary review of your financial affairs. Even if you are satisfied with your advisor, a second opinion can highlight new opportunities and tax-efficient strategies. With a second opinion, you’ve got nothing to lose – and everything to gain.
I look forward to hearing from you soon.
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