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  1. Oct 31, 2016 · If she is within 5 years of retirement, given her investment history, she shouldn't be invested in any more than 25-40% equity MAX. On a 25/75 or 40/60 portfolio (fixed income/equity) she should be paying around 1.4% to 1.6% max - including all fees (advisory and MER, trading costs, etc).

  2. Learn more about how a ScotiaMcLeod Wealth Advisor can help you develop an investment management strategy designed to manage risk, meet your financial goals, enhance what you’ve accumulated and transfer your assets to future generations.

  3. 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.

  4. Dec 12, 2019 · The investment fees and costs you pay will depend on your investments and how you purchase them. The costs will impact your returns, so it is important to understand how much you are paying and what you are paying for.

  5. 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. Only scammers will guarantee that you’ll make over-the-top-profits, earn enough income to quit your job, or beat the stock market.

  6. Oct 10, 2019 · Promises of high investment returns, with little or no risk, are classic warning signs of fraud. Don’t be hoodwinked if someone tries to use these lines on you. If you suspect that someone is trying to rip you off with an investment scam, protect yourself and others – report it to the SEC.

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  8. This organization is not BBB accredited. Investment Management in Kelowna, BC. See BBB rating, reviews, complaints, & more.

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