Two Paths to Independence click for more info
Are you an Investment Advisor who wants to actively manage your clients' investments? You may want to consider the Investment Counsellor or Portfolio Manager path.
For an MFDA, Insurance Advisor or Fee Only Planners who want professional money management delegated, you may choose the Relationship Manager path. For an MFDA, Insurance Advisor or Fee Only Planners who want professional money management delegated, you may choose the Relationship Manager path
For an MFDA, Insurance Advisor or Fee Only Planners who want professional money management delegated, you may choose the Relationship Manager path. For an MFDA, Insurance Advisor or Fee Only Planners who want professional money management delegated, you may choose the Relationship Manager path
Fees Are Better click for more info
At TFP, your clients can have access to stocks, bonds, mutual funds, ETF's, GIC's, Treasury Bills, Options and more at possiblly much lower costs than ever before.
This site is for professionals only. No financial advice is implied on this site.