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How to Switch Investment Advisors
Manage episode 470629128 series 3611789
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Are you frustrated with your current investment advisor? You're not alone! Many investors switch advisors due to high fees, poor service, or a lack of alignment with their personal values. But how do you make the move smoothly?
Join host Tim Nash and special guest Darryl Brown, Portfolio Manager and Head of Eastern Canada at Genus Capital Management, as they break down the process of transitioning to a new advisor. Before diving in, we kick off with a discussion on Canada’s new tariffs and what they could mean for your investments.
Join Tim's classroom: https://www.goodinvesting.com/classroom
Sign up for a free consultation with Darryl: https://genuscap.com/goodinvesting
Request a free consultation with Tim: https://goodinvesting.typeform.com/to/ovjeYT6k
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