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Investing wisely, in
order to achieve financial independence may seem like an impossible task.
It is, for most, a long hard climb up the ladder as we seek financial security.
However, with consistent planning, year by year, you can achieve financial
success.
We plan for tomorrow while we
live for today. The articles below will help define my role and purpose
as I assist you.
Why
should I seek advice when I make investments?
Written and published by Canadian Financial Publishing Group Inc.
A representative
may suggest investor strategies to save for a house, contribute to a
spousal RRSP, save on your investment income taxes or will perhaps offer
guidance as you invest for a child's education.
The Purpose of Planning An Investment Strategy
Written and published by Canadian Financial Publishing Group Inc.
The purpose of utilizing
the services of a representative is that he or she will present a wide
range of investments from which you can chose.
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Professional Designations
One of the following designations will indicate that the
representative has completed extensive financial planning courses.
- RFP - Registered
Financial Planner
- CFP - Certified
Financial Planner
- CH.F.C. - Chartered
Financial Consultant
- CLU - Chartered
Life Underwriter (Life Insurance)
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Selected Laws and Regulations Governing Mutual Funds
The Mutual
Fund Dealers Association of Canada is a not-for-profit federal corporation
incorporated in June of 1998.
The MFDA is the mutual
fund industry’s self-regulatory organization (“SRO”) for
the distribution side of the industry. The MFDA is responsible for regulating
all sales of mutual funds by their Members in Canada. The MFDA does not
regulate the funds or fund manufacturers. This responsibility has remained
with the securities commissions.
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