EPISODE · Aug 13, 2020 · 11 MIN
Self-directed investing versus working with an advisor
from Smart Money
How’s your investment roadmap looking? Do you know how to invest during a turbulent market? Host Katy Lepine talks with Anand Sharma, a Financial Planner with G&F / Credential Securities. In this episode, you'll discover, 1:Your investment options through G&F Financial Group and our partner, Aviso Wealth. 2: Differences between investing on your own versus working with an advisor. 3: What can go wrong: investing on your own during a market correction. 4: Keeping your emotions out of investment decisions. 5:Value-added benefits of working with an investment advisor at G&F.*Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities. Online brokerage services are offered through Qtrade Investor. Qtrade Investor and Credential Securities are divisions of Credential Qtrade Securities Inc. VirtualWealth is a trade name of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund. Those companies are members of Aviso Wealth Inc.Our missionWe financially empower our members by connecting them to personalized advice and solutions. With passion and innovation, together we go beyond banking to create a thriving credit union and build brighter futures. Learn more about G & F Financial Group. Hosted on Acast. See acast.com/privacy for more information.
What this episode covers
How’s your investment roadmap looking? Do you know how to invest during a turbulent market? Host Katy Lepine talks with Anand Sharma, a Financial Planner with G&F / Credential Securities. In this episode, you'll discover, 1:Your investment options through G&F Financial Group and our partner, Aviso Wealth. 2: Differences between investing on your own versus working with an advisor. 3: What can go wrong: investing on your own during a market correction. 4: Keeping your emotions out of investment decisions. 5:Value-added benefits of working with an investment advisor at G&F.*Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities. Online brokerage services are offered through Qtrade Investor. Qtrade Investor and Credential Securities are divisions of Credential Qtrade Securities Inc. VirtualWealth is a trade name of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund. Those companies are members of Aviso Wealth Inc.Our missionWe financially empower our members by connecting them to personalized advice and solutions. With passion and innovation, together we go beyond banking to create a thriving credit union and build brighter futures. Learn more about G & F Financial Group. Hosted on Acast. See acast.com/privacy for more information.
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Self-directed investing versus working with an advisor
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