The June 2018 OSC content has been published

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.

Author: Michael

staff@money4retirement.ca

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