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