The professional financial advisor II : how the financial services industry hides the ugly truth / John J. De Goey.

Format:

Book

Author/Creator:

De Goey, John J.

Language:

English

Subjects (All):

Financial planners--Canada.

Financial planners.

Investment advisors--Canada.

Investment advisors.

Financial services industry--Canada.

Financial services industry.

Physical Description:

1 online resource (354 p.)

Place of Publication:

Toronto : Insomniac Press, 2006.

Language Note:

English

Summary:

Sweeping changes have hit the financial services industry at the same time as more and more Canadians are turning to professionals to invest their money. Consumers want to work with qualified professionals, but are often left to work with narrow, product-based sales representatives.

Contents:

Contents; Introduction; Part One: Preparing FSPs; Part Two: Scientific Testing; Part Three: Necessary Disclosure; Part Four: Professionalism; Notes; Acronyms; Recommended Reading; Index; Acknowledgements; About the Author

Notes:

Includes bibliographical references and index.

Includes index.

Previous ed. published under title: The professional financial advisor.

ISBN:

1-280-91137-9

9786610911370

1-4593-0837-9

1-897415-73-7

OCLC:

748542832