In this video, learn about who can be your Trusted Contact Person and why having one can provide an extra layer of protection for your financial accounts.
Getting advice
How to know when it’s time to change your financial advisor
Sometimes your life changes and you may want a fresh perspective on your portfolio.
Putting your interests first
Client Focused Reforms are an investor protection initiative that put the interests of the client first.
Your Trusted Contact Person and why they matter
Your advisor is required to ask you about adding a Trusted Contact Person to your account.
5 questions to ask your advisor when markets are volatile
Consider these best practices for managing volatility.
Robo-advisor basics
Learn how online investment advisers work.
Getting the best service from financial advisors
If you’d like to invest through a financial advisor, consider these tips.
Why should you work with a financial advisor?
Getting advice from a professional advisor can help you plan for and reach your goals.
Your first meeting with your advisor
Find out what to expect in your initial meeting with your new advisor.
Your responsibilities as an investor
As an investor you have 3 key responsibilities when working with an advisor.
Guide to online investment advisers
Many people get investment advice from online advisers. Find out more.