RRSP Open House - Vancouver, February 23

Thu, 16 Feb 2017 10:06:50 PST

We’re hosting an Open House in our Vancouver office (1747 West 3rd Avenue) on Thursday, February 23, from 4:30 - 7:00 PM. Feel free to drop by if you’ve got any questions on RRSPs, are looking to make your contribution in person, or just want to talk investing.

We'll also be presenting a 20-minute primer on RRSPs and RRIFs starting at 6:00 PM if you need a refresher on the ins and outs of these accounts.

We hope to see you on the 23rd!

The big questions you should ask your advisor

Wed, 15 Feb 2017 09:46:09 PST

by Scott Ronalds

Not sure how to guide the next conversation with your advisor? Tom Bradley was a guest recently on Bruce Sellery’s podcast to address the issue.

Using Tom’s latest Globe and Mail article as a framework for discussion, Bruce and Tom walk through issues such as performance, costs and service expectations, and how you might consider asking some questions on these important topics.

Tom and Bruce’s conversation runs for the first 12 minutes of the 52-minute podcast, and the two wrap up the last 5 minutes of the show with a Vanity Fair-style Q&A session.

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