titles (1)

Titles

https://www.advisor.ca/news/industry-news/will-the-new-sro-shake-up-title-protection-in-ontario/

 

https://www.fsrao.ca/industry/financial-planners-and-financial-advisors/approved-credentialing-bodies-and-credentials

 

My official title I belive is  "Mutual Fund Sales Person"

There is so much more in that title than a catchy distinguished name. Experience, On Going Education, Licencing, Regulation, Awareness, Multiple Displines, People Skills,  Core Value, Mission and Vision to name a few.  Bottom line i the investent world, we are mutual fund sales people. In the life business we are life insurance sales people and segregated fund sales people, etc.

 

I have my own brand description, it covers what we envision is best for us and our clients ~TLR

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