Choosing the Right Investment Advisor

About the Book

If you met your investment advisor at a party or hired him because he coaches your son’s hockey team, you may not have researched his credentials, ethics, and financial performance. Don’t be afraid to correct the situation. If you are seeking to hire an investment advisor, either for the first time or to replace your current one, equip yourself with the knowledge you need to make the right choice.

Author Carol A. Santamaura, an investment advisor, specializes in growing wealth for investors. The principles she shares in this guidebook focus on Canada but can be ap-plied anywhere. They include how to under-stand what kind of investor you are, avoid psychological pitfalls of investing, interview investment advisor candidates, and cultivate a successful relationship with your advisor.

Take off your blinders so you can see past the charismatic salesperson with the convincing pitch. By balancing short- and long-term objectives and investing in an efficient manner, you can achieve your financial goals. It all starts with Choosing the Right Investment Advisor.

About the Author

CAROL A. SANTAMAURA graduated from McGill University with a degree in economics. She has provided investment advice to high net worth clients since 1994 and is a vice president of a leading Canadian full-service brokerage firm. Her credentials include the Canadian Securities Course, Canadian Investment Manager, Registered Options Representative, and Portfolio Manager. She lives in Toronto.