Field trip report

For my field trip report I had the pleasure to get along down with Investment Advisor Harj Grewal, BA (Econ), CFA, CBV, CFP from erythrocyte crud Securities. Harj has a diverse stickerground in investment banking and finance. Harj currently holds a Chartered Financial analyst designation along with attest Financial Planner, and Charter Business Valuator. by his c beer, Mr. Grewal has worked various unalike positions. Harj originally started off as an investment advisor and thus went into institution sales, credit line valuation, corporate finance, and now has bygone back to an investment advisory position. While Harj worked as a professional business valuator, Harj success affluenty raised millions of dollars for various divers(prenominal) North Ameri faecal matter corporations. According to Mr. Grewal, the make that an investment advisor plays at erythrocyte Dominion Securities is to assist macrocosm in making a more intelligent, tax efficient, and essay adjuste d investment decision. In terms of concentratedy, I was told that at times this can be a very favorable task and sometimes it could be difficult when it comes to influencing a client. When clients are egotism motivated it is much easier to put down them assorted options that they have and implementation of the plan has greater success.

After speechmaking with Harj in regards to the function that an investment advisor plans, I in reality got the feel that pecuniary planning plays a study role when helping a client determine what cordial of investments to purse. Harj strongly agreed with me when I made thi s point and added that the CFP designation l! ays a great foundation when it comes to the financial planning expectation of making an investment decisions. In terms of clients that Harj Grewal deals with at RBC Dominion Securities, they come from all walks of life. A lot of these individuals are self employed professionals who would like to... If you want to get a full essay, order it on our website: OrderCustomPaper.com

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