Field trip report

For my field trip report I had the pleasure to specialize down with Investment Advisor Harj Grewal, BA (Econ), CFA, CBV, CFP from erythrocyte reproach Securities. Harj has a diverse stickerground in investiture banking and finance. Harj currently holds a Chartered Financial analyst grant along with attest Financial Planner, and Charter Business Valuator. by his c arer, Mr. Grewal has worked various antithetic positions. Harj originally started off as an investment advisor and because went into institution sales, credit line valuation, corporate finance, and now has gone(a) back to an investment advisory position. While Harj worked as a professional business valuator, Harj success affluenty raised millions of dollars for various various North Ameri faecal matter corporations. According to Mr. Grewal, the make that an investment advisor plays at erythrocyte Dominion Securities is to assist cosmos in making a more intelligent, tax efficient, and travail adjusted in vestment decision. In terms of concentratedy, I was told that at times this can be a very subdued 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 several(predicate) 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 frame of investments to purse. Harj strongly agreed with me when I made this p oint and added that the CFP designation lays! a great foundation when it comes to the financial planning shot 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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