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Oct 31, 2016 · Scotia McLeod is full service brokerage. You invest with a team of portfolio manager(s) and their assistants. This team is basically self-employed, and these teams can be with any financial institution. From $100k, you can get Imperial Services with CIBC, and invest with their brokerage side.
The Managed Portfolio Program – A customized investment portfolio managed on a discretionary basis by an Advisor with specific portfolio management credentials. The Portfolio Manager will complete a personalized Investment Policy Statement that clearly outlines your investment objectives.
Dec 12, 2019 · Most fees and costs relating to investments fall into five categories: costs to buy an investment; costs when you sell an investment; investment management fees; financial advisor fees; administration fees for registered plans. Not all types of costs apply to all investments.
- Investments Tied to Cryptocurrencies & Digital Assets. Thinking of buying cryptocurrency or a crypto asset? Be wary of fake email, texts, websites, and social media accounts exploiting investors’ desire to buy crypto and other trendy investments.
- Fraud Offerings Related to Promissory Notes. NASAA continues to warn investors about scams delivered through promissory notes. Promissory notes can be a form of alternative investments; however, even legitimate promissory notes involve many risks and require sophisticated investing knowledge.
- Money Scams Offered Through Social Media & Internet Investment Offers. By its very nature, social media makes it easy for us to connect with others, start friendships, research information online, and share content.
- Financial Schemes Connected to Self-directed Individual Retirement Accounts. Interest in self-directed retirement accounts is increasing, and so are the number of scams targeting people interested in them.
Jul 20, 2023 · If you get an out-of-the-blue call, text, or email about “an amazing investment opportunity,” it’s a scam. Walk away. Don’t believe promises that you’ll make money or earn guaranteed returns.
This organization is not BBB accredited. Investment Management in Kelowna, BC. See BBB rating, reviews, complaints, & more.
- 1-757 KLO Rd, Kelowna, V1Y 9L8, BC
- 2.5B
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Signs of an Investment Scam. Knowing the tactics scammers use to lure people into investment scams helps you avoid them. Here are some signs you may be dealing with an investment scam: Scammers promise you’ll make big money, guaranteed income, or guaranteed profits or returns.
