Workshop – Clearing the air: What your other advisors may not be telling you.


with Carlo Cansino
Senior Financial Planning Advisor

Warranted or not, the investment industry, and those who work within it, may have a reputation for being dishonest and self-serving. It is unfortunate that the selfish behavior and callous practices of few, can tarnish the industry, as a whole.

The purpose of this lunch and learn is to provide clarity on some of the more ambiguous parts of the retail investment industry.

Such as:

  • How is my advisor compensated?
  • What are the different types of fees and how does it affect me?
  • My rates of return never seem to line up with the “charts”.
    Am I doing something wrong?
  • Who are the different market participants and how do they make money at my expense?
  • How are the regulators influencing change in the industry?
    Is it a good thing for me?

This event took place at the Thornhill Country Club on Monday, February 27th between 12:00pm – 1:00pm.

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