New Disclosure Rules for Financial Planners
BIO:
Stuart McConnachie is a Certified Financial Planner and Investment Advisor with Edward Jones based in Function Junction, Whistler. He lives in Pemberton with his wife Jessica, daughter Chelsea, dog and 2 cats.
Stuart is IIROC and Insurance Licensed. He has received the Certified Financial Planner designation, Certificate in Advanced Investment Advice, and holds both a Bachelor of Commerce and Post Graduate Certificate in Real Property Valuation from the Sauder School of Business.
Also, he is a Past President of the Rotary Club of Pemberton and founding member of BNI Mountain High in Whistler.
Topic Description:
A overview of new legislation impacting all investors that work with a Financial Advisor. What has changed and how are clients impacted?