The Educated Investor

• Solution

Solutions for Your Needs

The Educated Investor
Jerry*, a young professional who has just had a job promotion, has come to the realization that he needs more guidance concerning his financial well being. He has been building an RRSP for himself by making regular contributions to his plan at work, but has given little thought to how else he should be investing, what he is saving for, and whether or not his investments will help him achieve what he wants in life. A recent article on financial planning in the local newspaper made Jerry more aware of the importance of having a long-term plan. He was happy to have a friend refer him to an Investment Advisor at BMO Nesbitt Burns to help him develop and execute an investment strategy that would suit his needs.

While Jerry is quite comfortable with his choice of both Investment Advisor and firm, he has never used a full-service advisor before and wants to know as much as possible about the Canadian investment industry, how it works, and what it means for him.

Addressing the Situation
It is natural to want to learn more about investing as your investment needs become more complex. Let's take a look at resources that investors like you and Jerry may find helpful.

* Fictional characters. Any similarities between them and actual clients of BMO Nesbitt Burns Inc. are accidental.