The material from the June 12, 2018 Ottawa Share Club meeting has been published. It includes:
- Peter’s slides presented by Brad and Eric on the use of advisors through the investment lifecycle.
- Peter’s appendix about the difference between a dealing representative and an advising representative.
- Margot Pomerleau’s slides on how to work with a financial advisor.
- A pamphlet from Margot Pomerleau’s firm on the complaints process for retail investors in Canada (bonus material).
See all the content here.