Ottawa Financial Planners
Diversification – audio podcast31/07/2017 Duração: 11min
A discussion of the definition, meaning and application of the principle of diversification to the process of creating an investment portfolio.
Financial advisor value propositions09/02/2017 Duração: 15min
A discussion of how a financial advisor may add great value or perhaps none at all, depending on the subject in question.
Audio podcast – How You Pay Me Through A Service Fee24/01/2017 Duração: 06min
As I work towards creating a podcast to supplement client communications, below is a a short audio file that explains how you, my valued clients, pay me through an embedded service fee mechanism. Please have a listen and of course just ask if you have any questions.
What do you think is happening?29/01/2016
For an audio version of this posting, please just click below to play it. . After four years without a market correction of any consequence, many people have become acclimatized to a stable and rising series of account statements. As a side note, I believe the regulatory requirement for such frequent statements is in part […]