November is Financial Literacy Month. Hilary McMeekin with the Alberta Securities Commission joined CTV Morning Live’s Cory Edel for advice on protecting and growing your investments.
This transcript has been edited for length and clarity.
Cory Edel: November is Financial Literacy Month, which is a great time to reassess your financial plans and ensure you’re on the right track. What should we do first when we’re choosing a financial advisor or a platform?
Hilary McMeekin: The most important thing is to work with a registered platform or a registered advisor. You may wonder, “How do I check that?” Well, we actually have a page on checkfirst.ca, which is a website where you can go and look up whoever it is that you’re talking to or look up whichever platform you’re considering, and you can see to make sure that they’re registered.
You want to work with one of these because they have a legal obligation to act in your best …