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Types of financial advice with Ted Rechtshaffen and Rob Carrick

Date: 12/17/2009

Ted Rechtshaffen, President and CEO of TriDelta Financial Partners, and Rob Carrick discuss types of financial advice.

  • What areas (taxes, wills and cash flow) can your adviser help you with?
  • How much time should an adviser spend on an investor's financial plan versus their investment mix?
  • How often should you revisit your financial plan?

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.