The scenario
- Name: Cynthia
- Situation: Withdrawing money from her LIF
- Investment knowledge: Average
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Member testimonials
Lydia's her girl
A helping hand
The scenario
- Name: Sara
- Situation: Doesn't have time to manage her own investments
- Investment knowledge: Average
So glad he took the call
The scenario
- Name: David
- Situation: He hasn't taken the time to review his investments since he enrolled in the Group Choices savings plan
- Investment knowledge: Above average
An unsure investor gains confidence
The scenario
- Name: April
- Situation: Concerned about possible losses and needs investment advice
- Investment knowledge: Limited