Imagine this scenario,
You’re sitting in your broker’s office waiting for them to finish a meeting.
The door opens, your broker walks out shaking hands with a very
What you find out much later, the hard way, is that the wholesaler had just informed your broker about an all-expense-paid cruise to Fiji that they will win if they’re the top seller of the wholesaler’s mutual funds over the next two months.
That means your broker does not have to
put your best interests first.
That’s why our entire process is collaborative, systematic, and completely transparent. There are no guessing games or uncertainty - and we are always on call to answer your questions.