The Halifax Chamber of Commerce presents…….
Distinguished Speaker Series
Michelle Alexander, Vice President, Corporate Secretary, IIAC
Thursday, May 8, 2014
11:30 a.m. – 1:30 a.m.
Casino Nova Scotia – Compass Room
1983 Upper Water St. Halifax, NS
IIAC Member Firms and Advisors: A Cut Above
There is plenty of evidence that the overwhelming majority of Canadian investors have a high degree of confidence in their investment advisor. Beyond helping clients identify their long term liabilities and develop an appropriate asset allocation, IAs manage necessary portfolio adjustments based on prevailing market conditions. They also determine the savings levels needed to achieve clients’ goals, and provide invaluable assistance on hedging their risks, as well as planning for retirement and the eventual distribution of their estate. IAs can also help clients manage their emotional response to the normal ups and downs experienced by different asset classes in their portfolio. Helping clients on these fronts, and integrating them into an effective plan, is the true value-add of an effective IA.
Michelle Alexander, Vice President and Corporate Secretary, the Investment Industry Association of Canada (IIAC), will be in Halifax on Thursday, May 8, 2014 to raise awareness that not all IAs are created equal. Because IIAC member firms are subject to rigorous regulatory oversight, comprehensive proficiency standards, and mandatory ongoing training, they are a cut above.
Registration is available through the Halifax Chamber of Commerce website.