Episode Details

There have been reports of advisors giving harmful financial advice to their clients. Today's video dives into these allegations and why it's a systemic issue for the industry.

CBC Marketplace Investigation: https://youtu.be/htm38oM5WFE?si=yVHXaGPwVBdrUXJH

@BenFelixCSI's Video: https://youtu.be/v8iOV1Uourg?si=fs42SxzlNymve5nE

Questions for Advisors: https://www.canada.ca/en/financial-consumer-agency/services/savings-investments/choose-financial-advisor.html

Canada Database for Advisors:
- Registration Status: https://info.securities-administrators.ca/nrsmobile/nrssearch.aspx
- Disclosures: https://www.ciro.ca/advisor-report-search

US Database for Advisors:
- Registration and Disclosures: https://brokercheck.finra.org/

Canadian Sites for Finding Local Advisors:
- https://www.fpcanada.ca/findaplanner
- https://www.advocis.ca/find-an-advisor/
- https://pmac.org/firms/

US Sites for Finding Local Advisors:
- https://money.usnews.com/financial-advisors

DISCLAIMERS:
Richard Coffin is a registered portfolio manager, CFP professional and CFA charter holder.
This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not directly affiliated with his employer).

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