Something we have heard a lot recently from new investors joining us at Precedence Capital.
However, once these new prospective clients understand the process of transferring their assets over to our custody, they realize that there is no opportunity forfeited regardless of the timing.
But not all advisors appreciate the true risk involved in locking in losses during the transfer process.
Perhaps they feel it is not their "responsibility" because they themselves should not be accountable for the previous investments selected.
Well...we see it quite differently.
In this quick video, we explain the process that an advisor should take when transferring new client investment assets over initially.
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.
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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.
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