A while back I attended a seminar put on by the Rotman School of Management. The speaker was Mo Lidsky, a well known investment professional and author. One of the books he’s written, “Partners in Preservation: How to Know Your Advisor is Truly Protecting Your Wealth” is one I’ve read and recommend.
During the question period that followed his presentation, someone in the audience asked: “How would I know when I meet somebody that they’re an advisor I’d want to have?”
If you’re thinking that asking about how long they’ve been in business, their investmentRead More »