It helps people make sense of the new CRM II statements being mailed this week and tells them how to find a reputable advisor if they are shocked by what they learn.
TORONTO, Jan. 31, 2017 /CNW/ - John De Goey, the Canadian portfolio manager, author and consumer advocate has just released the fourth edition of his ground-breaking book: The Professional Financial Advisor. It is filled with useful information that will help Canadian investors make better financial decisions and is designed to be a "bridge" to help investors make better choices and to work more effectively with advisors. In particular, it bolsters people's understanding of how the financial advice industry works and gives investors the necessary tools to insure integrity and accountability. Questions that the book helps to clarify include:
- What do my new 'CRM II' statements really tell me?
- Am I getting good value from my advisor?
- How – and how much – is my advisor being paid?
- Are my investments costing me too much?
- How much evidence is there, really, to support the products many advisors recommend?
- Are there things I could be doing differently that would save me a lot of money?
- What sorts of things are being done elsewhere to protect consumers?
- What sorts of questions should I be asking my advisor to be sure I'm getting good advice?
- Is my advisor biased in favour of products that might not be right for me?
- Is my advisor required to act in my best interests?
About John De Goey
John De Goey is widely respected as a national authority on transparent, professional, evidence-based financial advice. He has written for a number of national newspapers and magazines and is a regular guest on the BNN television program "Market Call". He has twice been recognized by Wealth Professional Magazine as one of the Top 50 Advisors in Canada.
His personal website is: www.johndegoey.com
His Wikipedia page is: https://en.wikipedia.org/wiki/John_De_Goey
SOURCE John De Goey
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For further information: He can be reached at either (416) 216.6588 or at [email protected]