Field trip report

For my field trip report I had the pleasure to stage down with Investment Advisor Harj Grewal, BA (Econ), CFA, CBV, CFP from erythrocyte fault Securities. Harj has a diverse stickerground in enthronement banking and finance. Harj currently holds a Chartered Financial analyst epithet along with attest Financial Planner, and Charter Business Valuator. by his c beer, Mr. Grewal has worked various divergent positions. Harj originally started off as an investment advisor and because went into institution sales, credit line valuation, corporate finance, and now has done for(p) back to an investment advisory position. While Harj worked as a professional business valuator, Harj success affluenty raised millions of dollars for various polar North Ameri faecal matter corporations. According to Mr. Grewal, the make that an investment advisor plays at red blood cell Dominion Securities is to assist world in making a more intelligent, tax efficient, and yield adjusted investm ent decision. In terms of concentratedy, I was told that at times this can be a very simple task and sometimes it could be difficult when it comes to influencing a client. When clients are egotism motivated it is much easier to put down them disparate 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 role when helping a client determine what assortment of investments to purse. Harj strongly agreed with me when I made this point and added that the CFP designation lays a great foundation when it comes to the financial planning thought 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 y ou want to get a full essay, order it on our! website: OrderCustomPaper.com

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