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Wealth Professional | 19 Mar 2015, 11:05 AM Agree 0
The Smith Manoeuvre is complicated enough but a so-called “Smith-Snyder Manoeuvre” has landed one MFDA advisor in hot water for failing to explain how much leveraging is required.
  • David McDonald | 19 Mar 2015, 03:02 PM Agree 0
    Why? Because he could.
    More to the point: Where was his compliance officer? Was Snyder a Branch Manager? Why didn't someone at Investia smell a rat?
    I am concerned because my dealer is Investia Financial Services Inc.
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