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Financial AdvisorSEARCH™

At Second Opinion, we provide professional, independent, unbiased advice on investment portfolios.

There are some great financial advisors out there. Finding the right one is critical to your financial health.

Now you can eliminate the guesswork by attending our Financial AdvisorSEARCH™ workshop!

At our workshop, the advisors we select will present their investment philosophy and the services they offer.

With our help, you will gain a sound understanding of:

  • Their experience and credentials
  • Their firm and their team
  • Their recommended investment strategy
  • Their regular fee and the discount they offer to workshop participants
  • Their ability to communicate in plain language
  • How they determine the recommended asset allocation
  • The type of investment products they use
  • How they manage risk

 

Dates:

The next AdvisorSEARCH™ workshop will be held in April 2009. Please call (416) 640-0550 for more details.

 
What is it?

Our Financial AdvisorSEARCH™ workshop is an interactive seminar designed to help you find the financial advisor that is right for you.

 
What are the benefits of attending?

It saves you money

  • We have negotiated lower investment management fees from our pre-selected financial advisors. Our advisors give you the same fee discount they offer to clients with millions to invest.

You meet a pre-screened group of qualified financial advisors  - ones who have passed our rigorous due diligence process.

It saves you time
  • You get to meet, question and evaluate three advisors in one afternoon or evening.
  • Presentations follow a standard format so you can compare ‘apples to apples’.
 
 
Who should attend?

Anyone who is looking for a new financial advisor who will work in your best interest.

 
What is the cost?

There is no cost to register and attend the seminar.  You only pay the Second Opinon workshop fee of $295 if you become a client of one of the workshop presenters within the next year.  If you do not use the services of any of the presenters within one year, you pay nothing.

This represents excellent value, given the annual savings in fees which you are likely to enjoy. The fee may be income tax deductible – ask your accountant.

Your spouse may attend the workshop at no additional cost.

 

Our guarantee

We guarantee that we will not accept remuneration of any kind from the financial advisors we invite to make presentations at the AdvisorSEARCH™ workshop. We have no conflict of interest. We are on your side, and our loyalty is to you alone.

We guarantee that we will use our best efforts to find a competent advisor. We can not, however, accept any liability for investment losses or costs that you may incur due to bad investment decisions, unanticipated stock market declines, or any other cause.