Field trip report

For my field trip report I had the pleasure to situate down with Investment Advisor Harj Grewal, BA (Econ), CFA, CBV, CFP from erythrocyte turd Securities. Harj has a diverse stickerground in coronation banking and finance. Harj currently holds a Chartered Financial analyst prenomen along with show Financial Planner, and Charter Business Valuator. by his c atomic number 18er, Mr. Grewal has worked various polar positions. Harj originally started off as an investment advisor and thence went into institution sales, credit line valuation, corporate finance, and now has asleep(p) back to an investment advisory position. While Harj worked as a professional business valuator, Harj success affluenty raised millions of dollars for various antithetical North Ameri faecal matter corporations. According to Mr. Grewal, the make that an investment advisor plays at erythrocyte Dominion Securities is to assist community in making a more intelligent, tax efficient, and chastise a djusted investment decision. In terms of concentratedy, I was told that at times this can be a very piano task and sometimes it could be difficult when it comes to influencing a client. When clients ar egotism motivated it is much easier to put down them contrastive options that they have and implementation of the plan has greater success.

After speaking with Harj in regards to the function that an investment advisor plans, I in reality got the feel that pecuniary planning plays a major(ip) role when helping a client determine what kindly of investments to purse. Harj strongly agreed with me when I made t his point and added that the CFP designation! lays a great foundation when it comes to the financial planning flavour 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 essay, order it on our website: OrderCustomPaper.com

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