Lianne, a widow whose late husband made most of the financial decisions, recently learned that the investment firm holding his portfolio had gone under. The portfolio was being transferred to another firm. When Lianne took a look at it, she discovered that its value was far less than it was
the last time she reviewed it, which was before her
husband died. She called CIPF to see if they could help. Find out what happened...
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Topics: Financial planning, Saving and investing Language(s): English
French
Fee: Free Type: A publication / tip sheet / brochure
Format: Online
Print / PDF
| Target audience: The general public
Knowledge level: Advanced
Introductory
Related events: Life event: Any situation Resources specific to Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland and Labrador
Northwest Territories
Nova Scotia
Nunavut
Ontario
Prince Edward Island
Quebec
Saskatchewan
Yukon
| Canadian Investor Protection Fund
Contact:
Adrienn Rapolti
(416) 643-7129
Volunteers accepted: No |
