Warren MacKenzie, president and CEO of Weigh House Investor Services, with Rob Carrick from the Globe and Mail discuss getting a second opinion on your investment portfolio.
- What kind of second opinions have you given investors on their portfolio?
- What is an example of a situation where an investment adviser took advantage of an investor?
- When would you suggest not investing in deferred sales charge segregated funds?
- Do you see a lot of cases where senior investors are exploited?
- What are some common issues that you deal with related to investment advisers?
The Investor Education Fund is pleased to be cosponsoring this video series with the
Globe and Mail called "Let’s Talk Investing." The series is hosted by renowned
Globe and Mail columnist Rob Carrick and features prominent Canadian financial experts discussing topics that are relevant to investors.