Five reasons your investment advisor isn't up to the job
Description
In this episode of the Canadian Money Roadmap Podcast, Evan introduces a new segment called 'Hot Takes On Hot Days,' where he critiques an article from BNN Bloomberg titled 'Five Warning Signs Your Investment Advisor is Not Up to the Job.' Evan discusses the misunderstandings and incomplete information commonly found in such articles, covering topics like portfolio performance, fees, advisor communication, and tax considerations. He emphasizes the importance of understanding risk-reward relationships, the various structures of mutual funds and ETFs, and the necessity of having an advisor who comprehends the nuances of financial planning.
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