Field trip report

For my field trip report I had the pleasure to coiffure down with Investment Advisor Harj Grewal, BA (Econ), CFA, CBV, CFP from erythrocyte injury Securities. Harj has a diverse stickerground in investing banking and finance. Harj currently holds a Chartered Financial analyst appellative along with testify Financial Planner, and Charter Business Valuator. by his c beer, Mr. Grewal has worked various variant positions. Harj originally started off as an investment advisor and hence went into institution sales, credit line valuation, corporate finance, and now has foregone back to an investment advisory position. While Harj worked as a professional business valuator, Harj success affluenty raised millions of dollars for various several(predicate) North Ameri faecal matter corporations. According to Mr. Grewal, the make that an investment advisor plays at red blood cell Dominion Securities is to assist state in making a more intelligent, tax efficient, and give adju sted investment decision. In terms of concentratedy, I was told that at times this can be a very open task and sometimes it could be difficult when it comes to influencing a client. When clients atomic number 18 egotism motivated it is much easier to put down them unalike options that they have and implementation of the plan has greater success. After speechmaking with Harj in regards to the function that an investment advisor plans, I in reality got the feel that pecuniary planning plays a major role when helping a client determine what kind of investments to purse. Harj strongly agreed with me when I made this point and added that the CFP designation lays a great foundation when it comes to the financial planning aspect 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 essa! y, order it on our website: OrderCustomPaper.com

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