Switching
On our platform it's as easy as a few electronic signatures. Most people have no idea how easy it is to switch to a new Financial Advisor. Unlike switching personal banking which is a complete headache in Canada, switching your investments to a new Financial Advisor is simple. You're paying your Financial Advisor. What are you getting for it? Switching is easy.
- Find an Advisor you like.
- A good Advisor provides value first. All the information you provide goes into making better recommendations. The sooner you can both get to know each other the better. People can talk all they want. Talk is cheap. Look for value first.
- Ensure you understand the costs associated with the change if any.
- Complete the Know Your Client documentation.
- Sign papers (electronically with us).
If you'd like to schedule a conversation give us a call/text (250-797-9660) or fill out the form below.