I’m independent, meaning I have no connections to any particular fund family—my only bias as a financial advisor is in favour of your best interests.
The companies whose products I currently (however are not limited to) provide are:
- B2B
- BMO
- Brandes
- CI
- Dynamic
- EdgePoint
- Fidelity
- Invesco
- Mackenzie
- RBC
- TD
- Templeton
Advisory Relationship
You will have an advisory relationship with Belay. In an advisory relationship, your advisor will give you unbiased advice and recommendations about suitable investments. However, you are responsible for making all investment decisions in your account and you must authorize each transaction. Securities regulations do not allow your advisor to exercise his or her own discretion with respect to your account or your investments.
I will make investment recommendations based on your Investment Time Horizon, Investment Knowledge, Investment Objectives, Risk Capacity, Risk Attitude, & Financial Plan.
Mutual Funds
Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the fund facts or prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. Although money market mutual funds aim to maintain constant values, there can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount on your investment in the fund will be returned to you.