Wealth Professional forum is the place for positive industry interaction and welcomes your professional and informed opinion.

Notify me of new replies via email
Wealth Professional | 16 Jun 2014, 11:06 AM Agree 0
Advisors with SRI-oriented clients end up holding tobacco stocks.
  • martin garneau | 16 Jun 2014, 12:17 PM Agree 0
    Advisors were definitely warned, and, notice of meeting to vote on fund mergers were sent.
    The main problem I faced as an advisor the past six months because of the merger was where to transfer monies to a fund company that does SRI RESP's that provide the QESP.
    So far I have not found one option except for sending clients to RBC at the branch level.
Post a reply