7.4.9 Summary of key messages
- 7.4.1 Choosing an advisor
- 7.4.2 Where to look for an advisor
- 7.4.3 Questions to ask when choosing your advisor
- 7.4.4 Video: Choosing an investment advisor
- 7.4.5 Fees and costs
- 7.4.6 Investment account statements
- 7.4.7 Your investment account statement
- 7.4.8 Investor rights and responsibilities
- 7.4.9 Summary of key messages
- There are many types of financial advisors. They must be registered with the provincial or territorial securities regulator to give advice about buying or selling investments.
- Fees may be charged directly or built into the cost of an investment.
- Fees reduce the net income you receive from an investment.
- The investment account statement provides key information to help investors monitor their investments.
- Investors have a right to honest, accurate advice from their advisors, but they also have responsibilities to communicate clearly with their advisor and to monitor their investments.
At the end of the module, you will find an Action plan. This is a tool that you can use to track your progress and take the next steps to manage your investing successfully in the future. Use the action plan as a road map for financial action!
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