You might be surprised to learn that many people really don’t know how to get started in working with an investment advisor. What’s involved in the initial discussions and what do you need to think about. It’s something that I get asked about a lot and I was asked about it during the Nov. 14, 2021 Sunday Money Show on Newstalk1010 radio in Toronto.

Studies have shown that the portfolios of people who have an investment advisor do much better than those who do not use an advisor.

Here’s our conversation on how to get started:

Do you have an investment question? Feel free to call or email me at 416 332 3863, allan@allansmall.com. I am happy to answer your questions on air on my next show.

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