Over 90% of all actively traded mutual funds and managed accounts underperform the broad market. That means you have less than a tenth of a chance of selecting an investment manager that will provide you value for the money you pay them. Nowhere else does this type of complacency exist in society.*
STOP paying for underperformance.
With increased technology and efficiencies available to investors today, Canadians need not pay institutions to simply have "access" to particular investments. What every single investor should be asking is:
1. What am I really paying my advisor or financial institution for?
2. Am I actually receiving true advice that builds my wealth or simply being sold investments?
3. Does my advisor provide solutions based on my best interest alone, or are they influenced to sell a company's proprietary products?
It's absolutely imperative that investors fully understand not only what they own, but also why they own what they do. Canadians should demand true and comprehensive advice from their advisors. They also deserve to know exactly how their investments will be protected during any future market corrections.
The sad truth is that so many investors still do not. We know it all starts with knowledge. That's why we're obsessed about educating and spreading real truths about investing.
We founded Precedence with one goal in mind: to create an investing and planning experience that is committed solely to serving you, the client.
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Security is highly important to investors. That is why we partnered with one of Canada's largest financial institutions for our custodian services.
Conflicts of interest must be removed from the client experience. So, we choose an investment dealer that supports true independence.
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Client assets are held by an independent custodian, National Bank Independent Network (NBIN), a wholly-owned subsidiary of the National Bank Financial Inc. This means no one at Precedence Capital ever has personal access to your cash or investments.
"Rule #1: Don't lose money. Rule #2: Refer back to Rule #1."
- Warren Buffet
Any views or opinions expressed on this website are solely those of the representative, and do not necessarily represent those of Harbourfront Wealth Management Inc. The information contained herein was obtained from sources believed to be reliable, however, the accuracy is not guaranteed.
Click here to read more about Harbourfront Wealth Management's legal privacy policy.
Harbourfront Wealth Management advisors are currently licensed to sell equity securities, bonds, mutual funds, GICs and other securities that are subject to available regulatory exemptions. Your advisor may also offer insurance-related products and/or financial planning services. These services are not offered through Harbourfront Wealth Management Inc. However, your advisor is duly registered to provide these services under applicable insurance legislation and the dealer approves such activity to be conducted outside of the dealer.
IIROC Advisor Report
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