Most financial advisors are good people. But many are pressured to choose between serving their clients and reaching revenue targets to sell their firm's products.

With that in mind, a healthy dose of "caveat emptor" (buyer beware) is needed when you're evaluating a current or prospective advisor.

This presentation will teach you how to assess whether an advisor is a good match for your needs and whether they are likely to put your interests first.

Presented by Larry Bates, author of Beat the Bank: The Canadian Guide to Simply Successful Investing.

Presented virtually as part of our Live & Online Personal Finance Campaign.

This program will be recorded and available for replay at the same link.

Questions about online programs? Please email us at programproposals@tpl.ca

Toronto Public Library is committed to accessibility. Please call or email us if you are Deaf or have a disability and would like to request an accommodation to participate in this program. Please let us know as far in advance as possible and we will do our best to meet your request. At least three weeks’ notice is preferred. Phone 416-393-7099 or email accessibleservices@tpl.ca

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