A Favourite Part of What I Do

I work with clients of all types. Some have invested for years and understand the markets. They expect the unexpected and attempt to take advantage of irrationality. While they could invest on their own, they see value in working with an expert who has more time, knowledge, and resources at their disposal.

I also work with less experienced investors. Some may have recently sold their home, others received an inheritance, or some just find investing intimidating. They see the markets as an abyss, LIRAs, RESPs and TFSAs are more akin to Greek than their regular vernacular.

For these clients, but sometimes the experienced ones too, I help them become comfortable with investing. It doesn’t happen overnight; education is a process. But, it’s one of my favourite parts of what I do. Few things are as rewarding as helping someone understand a concept that has always eluded them - especially if it can enrich their lives.

And, it only requires two things. The ability to find the right way to explain it, and someone who cares enough to try.

Information in this article is from sources believed to be reliable, however, we cannot represent that it is accurate or complete. It is provided as a general source of information and should not be considered personal investment advice or solicitation to buy or sell securities. The views are those of the author, Matthew Lekushoff, and not necessarily those of Raymond James Ltd. Investors considering any investment should consult with their investment advisor to ensure that it is suitable for the investor’s circumstances and risk tolerance before making any investment decision. Raymond James Ltd. is a Member - Canadian Investor Protection Fund.