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Contenido proporcionado por Gulf & Fraser. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Gulf & Fraser o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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Self-directed investing versus working with an advisor

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Contenido proporcionado por Gulf & Fraser. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Gulf & Fraser o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

How’s your investment roadmap looking? Do you know how to invest during a turbulent market? Host Katy Lepine talks with Anand Sharma, a Financial Planner with G&F / Credential Securities. In this episode, you'll discover, 1:Your investment options through G&F Financial Group and our partner, Aviso Wealth. 2: Differences between investing on your own versus working with an advisor. 3: What can go wrong: investing on your own during a market correction. 4: Keeping your emotions out of investment decisions. 5:Value-added benefits of working with an investment advisor at G&F.


*Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities. Online brokerage services are offered through Qtrade Investor. Qtrade Investor and Credential Securities are divisions of Credential Qtrade Securities Inc. VirtualWealth is a trade name of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund. Those companies are members of Aviso Wealth Inc.


Our mission

​We financially empower our members by connecting them to personalized advice and solutions. With passion and innovation, together we go beyond banking to create a thriving credit union and build brighter futures.​​​ Learn more about G & F Financial Group.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

26 episodios

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iconCompartir
 
Manage episode 269549677 series 1233602
Contenido proporcionado por Gulf & Fraser. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Gulf & Fraser o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

How’s your investment roadmap looking? Do you know how to invest during a turbulent market? Host Katy Lepine talks with Anand Sharma, a Financial Planner with G&F / Credential Securities. In this episode, you'll discover, 1:Your investment options through G&F Financial Group and our partner, Aviso Wealth. 2: Differences between investing on your own versus working with an advisor. 3: What can go wrong: investing on your own during a market correction. 4: Keeping your emotions out of investment decisions. 5:Value-added benefits of working with an investment advisor at G&F.


*Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities. Online brokerage services are offered through Qtrade Investor. Qtrade Investor and Credential Securities are divisions of Credential Qtrade Securities Inc. VirtualWealth is a trade name of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund. Those companies are members of Aviso Wealth Inc.


Our mission

​We financially empower our members by connecting them to personalized advice and solutions. With passion and innovation, together we go beyond banking to create a thriving credit union and build brighter futures.​​​ Learn more about G & F Financial Group.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

26 episodios

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