Things to consider when choosing a financial adviser

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Things to consider when choosing a financial adviser

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This free webinar is for members of the Ottawa Branch of the National Association of Federal Retirees and their guests and will be held November 25, 2020.  This purpose of this webinar is to discuss what to ask a prospective financial adviser and what experience to look for so that you feel more confident when making this important decision.

"Do you know the difference between an Advisor and an Adviser ? Do you know that currently in Ontario anyone can call themselves a Financial Advisor ? Do you know that only Certified Financial Planners have a regulatory requirement to act in the client's best interest and that many Advisors have no more responsibility to you than a real estate agent?" - Michael Fine

The Ottawa Branch is hosting this webinar that will be led by Michael Fine, a member and a retiree who manages his family’s portfolio. Michael has an MBA and has completed the Certified Financial Planner course. Michael does not work in the Financial Services industry and is not involved in the sale of financial investments or the provision of financial advice for a fee.  

Please note that this webinar will not provide investment advice regarding specific investments, and the NAFR Ottawa Branch takes no responsibility for any investment decisions that participants may make. Participants will be asked to sign a waiver to this effect when they register.

The content will be presented in English, however bilingual participation is encouraged.

Note: Association members and their guests are welcome to register to participate in this seminar.  To become a member, please call 613-745-2559. Your registration confirmation with instructions on how to participate via Zoom will arrive by e-mail.

Ottawa Branch provides information on issues, products and services of general interest to its membership. It does not endorse a particular position on a product or service, as being suitable for individual members, but brings them to the members' attention so that they can make up their own minds.

If you have any difficulties registering electronically, please email the Ottawa Branch at info@narfottawa.com or call 613-737-2199.

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