Past Event! Note: this event has already taken place.

Hiring a Financial Advisor Info Session

October 31, 2017 at 12:00 PM to 1:00 PM

Location:608 Robertson Hall
Audience:Staff and Faculty
Key Contact:Samantha Munro
Contact Email:samantha.munro@carleton.ca
Contact Phone:Ext. 2042

What is the value of working with a financial advisor? What should you expect  when dealing with a financial advisor?

The presentation focuses on:

  • debunking financial advice  misconceptions;
  • discussing the value of advice;
  • discussing the cost of advice; and
  • what to look for in a financial advisor.

John Kitcher CFA, CPA, CA will give a presentation on general financial security planning and what to expect when working with a financial advisor.  John is an independent financial advisor sponsored by Desjardins Financial Security Independent Network and Desjardins Financial Security Investments Inc.  He is a fully licensed life and health insurance agent and a licensed investment advisor.

Registration

To register for this session, please complete the form below.

  • The following questions are OPTIONAL. If you feel uncomfortable answering, please just skip them. We would still love to participate!

  • Thank you for registering!