What is Investment Advice?
Investment Advice refers to the information, research, and guidance given by a professionally trained and registered individual to a client on the investment products for their portfolio.
Investment advice can be professional where a client hires a professional advisor to provide advice regarding the quality and suitability of investment products for their portfolio. Investment advice can also be of a do-it-yourself nature where the client compiles information from various sources to make informed decisions about the investment products they hold in their portfolio.
Should you be using Investment Advisor?
You should use an IIROC registered Investment Advisor to manage your investment accounts if you wish to have peace of mind in delegating the responsibility of choosing and monitoring the quality and suitability of the investment products in your portfolio to generate a return and meet your goals and objectives.
IIROC advisors are able to offer a wide range of products and services, ranging from mutual funds, guaranteed investment certificates, stocks, bonds, ETFs, and more complex alternatives. Only those individuals with the necessary training and education receive IIROC approval. IIROC advisors must also pass financial, professional, and personal background checks before they can be registered to work at IIROC firms.
Fully disclosed Fee-For-Service investment advisory services are provided by Don Forbes and Erik Forbes through Aligned Capital Partners Inc., a member of the Investment Regulatory Organization of Canada and Canada Investor Protection Fund.
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This website page is for general information only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting, or tax advice. Please consult an appropriate professional regarding your particular circumstances.
This website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation. Forbes Wealth Management is an agent of Aligned Capital Partners Inc. (ACPI). Forbes Wealth Management is licensed for the sale of life insurance products and provides financial planning services. Forbes Wealth Management is registered through separate organizations for each purpose and as such, you may be dealing with more than one entity depending on the products purchased. Forbes Wealth Management will provide the name of the entity being represented when insurance/financial planning business is conducted. The sale of insurance/financial planning products and services are not the business of or under the supervision of ACPI, and ACPI will not be liable or responsible for such activities.
All non-securities related business conducted by Forbes Wealth Management is not in the capacity of an employee or agent of ACPI and is not covered by the Canadian Investor Protection Fund (CIPF). Non-securities related business includes, without limitation, advising in or selling any type of insurance product, mortgage, accounting, estate and tax planning services. Accordingly, ACPI is not liable and/or responsible for any non-securities related business conducted by Forbes Wealth Management. Such non-securities related business is the responsibility of Forbes Wealth Management alone. Reference in this website to third party goods or services should not be regarded as an endorsement of these goods or services.
The information contained on this website is for general information purposes only and is the opinion of the owner and writer. This information is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, account, or tax advice. However, please call Forbes Wealth Management to discuss your particular circumstances.
The information contained on this website is subject to change without notice. ACPI and the website developer are not liable for any inaccuracies in the information provided.
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