- 영상 수
- 285
- 구독자
- 123만
- 총 조회수
- 1억
- 최근 업로드
- 2026. 11. 13.
- 독립 페이지
- Investing
- Personal Finance
- 콘텐츠 언어: 영어
- 지역: 캐나다
이 페이지는 Youtop이 운영하는 독립 디렉터리 페이지입니다. The Plain Bagel 또는 YouTube가 운영, 후원, 보증하지 않습니다. 수정 제안하기. 이 크리에이터 본인이신가요? 페이지 소유 신청
Loading
이 페이지는 Youtop이 운영하는 독립 디렉터리 페이지입니다. The Plain Bagel 또는 YouTube가 운영, 후원, 보증하지 않습니다. 수정 제안하기. 이 크리에이터 본인이신가요? 페이지 소유 신청
The Plain Bagel · 2024년 4월 12일 게시
There have been reports of advisors giving harmful financial advice to their clients. Today's video dives into these allegations and why it's a systemic issue for the industry. CBC Marketplace Investigation: https://youtu.be/htm38oM5WFE?si=yVHXaGPwVBdrUXJH @BenFelixCSI's Video: https://youtu.be/v8iOV1Uourg?si=fs42SxzlNymve5nE Questions for Advisors: https://www.canada.ca/en/financial-consumer-agency/services/savings-investments/choose-financial-advisor.html Canada Database for Advisors: - Registration Status: https://info.securities-administrators.ca/nrsmobile/nrssearch.aspx - Disclosures: https://www.ciro.ca/advisor-report-search US Database for Advisors: - Registration and Disclosures: https://brokercheck.finra.org/ Canadian Sites for Finding Local Advisors: - https://www.fpcanada.ca/findaplanner - https://www.advocis.ca/find-an-advisor/ - https://pmac.org/firms/ US Sites for Finding Local Advisors: - https://money.usnews.com/financial-advisors DISCLAIMERS: Richard Coffin is a registered portfolio manager, CFP professional and CFA charter holder. This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not directly affiliated with his employer).
