Clients find ‘watchdog’ to prevent advisor abuses

Clients find ‘watchdog’ to prevent advisor abuses

1 Comments
  • Barb Amsden 2015-07-28 11:33:17 AM
    It's wise to work with a client's accountant if he or she has one. There have been a number of cases where an accountant or a lawyer is actually acting as a financial advisor without an IIROC or MFDA designation and client losses have resulted. Intended to help clients, the situation can get worse for the client as the party seeks to hide losses hoping to make back the money lost.
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