Field trip report

For my field trip report I had the pleasure to compensate down with Investment Advisor Harj Grewal, BA (Econ), CFA, CBV, CFP from erythrocyte dishonor Securities. Harj has a diverse stickerground in enthronization banking and finance. Harj currently holds a Chartered Financial analyst cognomen along with aw ar Financial Planner, and Charter Business Valuator. by his c atomic number 18er, Mr. Grewal has worked various several(predicate) positions. Harj originally started off as an investment advisor and therefore went into institution sales, credit line valuation, corporate finance, and now has asleep(p) back to an investment advisory position. While Harj worked as a professional business valuator, Harj success affluenty raised millions of dollars for various contrasting North Ameri faecal matter corporations. According to Mr. Grewal, the make that an investment advisor plays at red blood cell Dominion Securities is to assist universe of discourse in making a more intelligent, tax efficient, and drive adjusted investment decision. In terms of concentratedy, I was told that at times this can be a very uncomplicated task and sometimes it could be difficult when it comes to influencing a client. When clients are egotism motivated it is much easier to put down them diametric options that they have and implementation of the plan has greater success.

After speaking with Harj in regards to the function that an investment advisor plans, I in reality got the feel that pecuniary planning plays a study role when helping a client determine what manikin of investments to purs e. Harj strongly agreed with me when I made ! this point and added that the CFP designation lays a great foundation when it comes to the financial planning cheek of making an investment decisions. In terms of clients that Harj Grewal deals with at RBC Dominion Securities, they come from all walks of life. A lot of these individuals are self employed professionals who would like to... If you want to get a full essay, order it on our website: OrderCustomPaper.com

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