Resources
Tue, Jun 09
Who is working with you and your money?
Document File
Whether you're getting a mortgage, buying insurance, making a purchase at your door or investing for your future, the professionals you deal with may need to be licensed or registered with FCNB.
Resources
Mon, Jun 22
Financial Adviser Fees
Document File
Here are a few terms to help you understand the fees associated with investing and working with a financial adviser.
Resources
Tue, Jun 23
Understanding Registration
Document File
The category of registration tells you what products and services a firm or individual can offer. Make sure you understand their qualifications and the products or services they are selling you.
Resources
Tue, Jun 23
Five Steps to Choosing an Advisor
Document File
Before investing, follow these 5 simple steps to choosing a financial advisor, and use this workbook to record the information you found.
Resources
Tue, Jun 23
Introduction to Investments
Document File
Read this document to learn about different kinds of investments and how they work.
Guide
Cross-selling has become a popular strategy for investment professionals. When done properly, it can benefit both the client and the investment professional.
Guide
Floods. Hurricanes. Fires. Earthquakes. Last year, Canada reached more than $3.1 billion in insured losses due to catastrophic events1. With climate change, natural disasters and extreme weather events a reality facing all Canadians, you may be wondering if you have the right insurance coverage in place to make sure you are well protected.