Commissions, trailing commissions, management fees and expenses may be associated your insurance contract. Spectrum Investment Advisors is a privately held and independent firm that provides unbiased and up-to-date counsel and support to clients in an extensive range of financial matters.
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Please read your Information Folder carefully and seek professional advice before investing. Certified Financial Planner (CFP) Business Description. A segregated fund held in a nominee account may not offer creditor protection. A segregated fund policy held within a self-directed plan is one example of investing in a nominee account. A nominee account is one in which an investment is held in trust for an individual by a corporation or entity other than the individual. Subject to any applicable death and maturity guarantee, any part of the premium or other amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value according to fluctuations in the market value of the assets in the segregated fund. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
Please read the prospectus and/or fund facts before investing.
Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. In reality, they can be beneficial for people from any income level. There’s a misconception that you have to be extremely wealthy to use a financial advisor. An investment advisor offers investment advice and recommendations to individuals or organizations.A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.A financial planner helps an individual or a company make a plan to achieve long-term financial goals.Certified Financial Planner professional Kitchener/Waterloo/. These requirements and prerequisites include completing financial planning coursework, passing an exam, getting professional experience and more. Thank you for your interest in applying to work at Educators Financial Group. Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas. A financial planner who has been designated as a Certified Financial Planner (CFP) by the Certified Financial Planner Board of Standards, Inc., has met various requirements laid out by the CFP Board. Using everyday language, your Scotia advisor can help you understand concepts and gain confidence, one conversation.There are over 100 certifications that financial advisors can obtain. We are a cross border tax, investment, and financial planning firm with consultants having extensive experience working with Canadians moving to the US. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. A financial advisor is probably the term you've heard most often. There are many titles for financial professionals, so it's challenging to track what each one means. 7 Best Homeowners Insurance Companies of 2023.
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