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Self-directed investing versus working with an advisor
Manage episode 269549677 series 1233602
Content provided by Gulf & Fraser. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gulf & Fraser or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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.
26 episodes
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Manage episode 269549677 series 1233602
Content provided by Gulf & Fraser. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gulf & Fraser or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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.
26 episodes
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Similar to Smart Money
DW's individualized German language learning materials can help you to improve your skills with a host of fun and free materials for all levels. dw.com/germancourses We welcome posts in English and German. However, DW will delete and/or report any content that constitutes hateful, threatening, pornographic or harrassing material. Please respect our netiquette: http://bit.ly/b3Ui11 Legal Notice: http://www.dw.com/dw/article/0,,15718489,00.html
…
continue reading
The extraordinary and hidden histories behind everyday objects and actions
…
continue reading
Your online home for leadership lessons for both the church and the workplace.
…
continue reading
Wissenschaft und Technik im Kopfhoerer / Science and Engineering in your Headphones
…
continue reading
A podcast about life, the universe and anthropology produced by David Boarder Giles, Timothy Neale, Cameo Dalley, Mythily Meher and Matt Barlow. Each episode features an anthropologist or two in conversation, discussing anthropology and what it has to tell us in the twenty-first century. This podcast is made in partnership with the American Anthropological Association and with support from the Faculty of Arts & Education at Deakin University.
…
continue reading
Before becoming a comedian, Adam Carolla was a hammer-swinging, ditch-digging carpenter. Now, Adam's bringing that knowledge to you in Ace On The House, a weekly home improvement podcast. Joined by Eric Stromer, the guys take your calls and answer your e-mail questions with an informative, hilarious twist. From contractors to novices, this show is sure to keep you coming back every Saturday to get your weekend dose of Adam.
…
continue reading
The Upaya Dharma Podcast features Wednesday evening Dharma Talks and recordings from Upaya’s diverse array of programs. Our podcasts exemplify Upaya’s focus on socially engaged Buddhism, including prison work, end-of-life care, serving the homeless, training in socially engaged practices, peace & nonviolence, compassionate care training, and delivering healthcare in the Himalayas.
…
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Tim Harford and the More or Less team try to make sense of the statistics which surround us. From BBC Radio 4
…
continue reading
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