This is to announce the next SFURA Financial Interest Group Seminar
Title: Investment Fees and You
Presenter: Kris Taylor
Date: Tuesday, March 13th at 12 noon
Place: Room 114, Halpern Centre, Burnaby Campus
Kris Taylor, Principal in the KLT group, has worked in the financial service industry for over 20 years and knows the financial industry inside and out. And he says…now that he has struck out on his own, he is no longer beholden to a bank compliance department and can speak freely.
Much has been said about investment fees in the media over the preceding months. With bank sales targets becoming ever more aggressive, it is difficult for investors to know whom to turn to. In this presentation Kris will go through what your fees are paying for, hidden and disclosed fees, and basic tax efficiencies of different fees. Specifically, he will address the following: (and provide a few door prizes)
- How to avoid scams
- What you are actually paying for
- What service you should expect for the fees you pay
- Ways to either get better service for the fees you pay, or pay less fees
- How the financial services industry works.
We welcome all members from the SFU community, and other interested people. The session is free and requires no registration.
For more information contact members of the FIG organizing committee: Phil Mah (pmah@sfu.ca), Tom O'Shea (oshea@sfu.ca), or Marv Wideen (wideen@sfu.ca).
Kris Taylor welcomes enquiries regarding his presentation and can be contacted at kris.taylor@kltgroup.ca