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Individual Services

PlanCHECK™

Everyone should have a financial plan that determines what you need to do and the rate of return you need to earn to achieve your financial goals. More>

 

PortfolioCHECK™

This objective review of your current investment portfolio will either confirm that you're on track or enable you to make the necessary changes. More>

 

PerformanceCHECK™

Portfolio monitoring means assessing investment returns and asking the right questions about the results. Let a Second Opinion professional guide you through the process and give you the guidance you need to effectively manage your investment portfolio against YOUR Financial Plan. More>

 

ManagerSEARCH™

If you do not have a financial advisor or if you're not sure your current advisor is doing their best, we can assist in matching you with a competent independent advisor who has the knowledge and expertise required to build and maintain your portfolio. More>

 

Customized IPS

One way to increase the chances of a profitable and harmonious relationship with your financial advisor is to have an Investment Policy Statement (IPS) in place. An IPS is a document which sets out how the account will be managed, the type of investments that will be used, how performance will be measured, the fees that will be charged, etc... More>

 

Financial AdvisorSEARCH™ Workshop

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! More>

 

Self-Directed Investor Do It Yourself Coaching Program

The D-I-Y Coaching Program is Second Opinion Investor Services’ new program for independent investors who wish to manage their own investments with the support of an experienced consultant. More>