Choosing the Right Investment Advisor

An Essential Step on the Road to Financial Freedom

Business & Finance, Finance & Investing, Finance, Personal Finance
Cover of the book Choosing the Right Investment Advisor by Carol A. Santamaura, iUniverse
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Author: Carol A. Santamaura ISBN: 9781462052158
Publisher: iUniverse Publication: October 26, 2011
Imprint: iUniverse Language: English
Author: Carol A. Santamaura
ISBN: 9781462052158
Publisher: iUniverse
Publication: October 26, 2011
Imprint: iUniverse
Language: English

If you met your investment advisor at a party or hired him because he coaches your sons hockey team, you may not have researched his credentials, ethics, and financial performance. Dont be afraid to correct the situation. If you are seeking to hire an investment advisor, either for the first time or to replace your current one, equip yourself with the knowledge you need to make the right choice.

Author Carol A. Santamaura, an investment advisor, specializes in growing wealth for investors. The principles she shares in this guidebook focus on Canada but can be ap-plied anywhere. They include how to under-stand what kind of investor you are, avoid psychological pitfalls of investing, interview investment advisor candidates, and cultivate a successful relationship with your advisor.

Take off your blinders so you can see past the charismatic salesperson with the convincing pitch. By balancing short- and long-term objectives and investing in an efficient manner, you can achieve your financial goals. It all starts with Choosing the Right Investment Advisor.

View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart

If you met your investment advisor at a party or hired him because he coaches your sons hockey team, you may not have researched his credentials, ethics, and financial performance. Dont be afraid to correct the situation. If you are seeking to hire an investment advisor, either for the first time or to replace your current one, equip yourself with the knowledge you need to make the right choice.

Author Carol A. Santamaura, an investment advisor, specializes in growing wealth for investors. The principles she shares in this guidebook focus on Canada but can be ap-plied anywhere. They include how to under-stand what kind of investor you are, avoid psychological pitfalls of investing, interview investment advisor candidates, and cultivate a successful relationship with your advisor.

Take off your blinders so you can see past the charismatic salesperson with the convincing pitch. By balancing short- and long-term objectives and investing in an efficient manner, you can achieve your financial goals. It all starts with Choosing the Right Investment Advisor.

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