Individual investors often find that they have a confusing choice of alternatives when it comes to obtaining investment advice. Here are some of the benefits of choosing an investment counsellor to manage your money:

Independence, objectivity, and professionalism:

Investment counsellors generally act independent of conflicts of interest as they are compensated based solely on fees resulting in a more objective and professional service.

Experience and education:

It takes many years of experience in the investment industry to become an investment counsellor. Educational requirements include the Chartered Financial Analyst designation and courses offered by the Canadian Securities Institute.

Adviser fees:

The cost of the service is significantly less expensive than many of the alternatives available, especially mutual funds. In addition, fees paid are tax deductible for non-registered accounts.

Security of assets:

Client’s assets are held at a separate custodian which ensures safety of capital. Portfolios are customized rather than pooled and clients receive regular statements and reports from both the custodian and the investment manager.