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DIY Investing vs Working with an Advisor - Special Guest Codey Boers
Manage episode 290890245 series 2373926
We interview special guest Codey Boers, a Wealth Advisor with Scotia Wealth Management. What are the pros and cons of doing your own investing, versus working with a professional? We cover pitfalls to avoid, trigger events that affect investment planning, how older and younger investors differ in their needs and outlook, and much more!
Reach Codey at codey.boers@scotiawealth.com
70 odcinków
Manage episode 290890245 series 2373926
We interview special guest Codey Boers, a Wealth Advisor with Scotia Wealth Management. What are the pros and cons of doing your own investing, versus working with a professional? We cover pitfalls to avoid, trigger events that affect investment planning, how older and younger investors differ in their needs and outlook, and much more!
Reach Codey at codey.boers@scotiawealth.com
70 odcinków
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