At Sveinson Financial, you not only access a Calgary accountant but also an analyst versed in the Canadian markets. Blair Sveinson has taken the Canadian Securities Course and the Canadian Derivatives Fundamentals Course.
There hasn’t been much talk of derivatives since the financial meltdown of 2008. However; these instruments are still in play and reduced exposure may prove to be a strong market strategy going forward. Many are not aware that mutual funds can indirectly expose portfolios to derivative instruments.
The market should not be navigated alone. Track records of investment advisors are less than stellar and advisors can be representing multiple interests concurrently.