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Toonie Talk - Wei Woo: Understanding Basic Investment Paperwork You Signed

  • WE Seniors Edmonton (Westend Seniors Activity Centre) 9629 176 Street Northwest Edmonton, AB, T5T 6B3 Canada (map)

$3.00 for non-members

Boardroom, WE Seniors Edmonton

It is not uncommon for the average person to not fully comprehend what they are signing at their investment firm, and instead fully trust that their investment advisor or financial advisor that full verbal disclosure is given to them for the important information they need before opening an account. It is more crucial than ever for clients of investment firms to understand the legal paperwork they have signed with their accounts.

Come join Wei Woo as we discuss the basic paperwork that most investment clients go through in their regular course of a client relationship with an investment firm.

Learn more: https://weseniors.ca/wsac-calendar/toonie-talk-understanding-basic-investment-paperwork

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