PERSONAL INVESTMENT & SAVING BENEFITS

Be a Smart Consumer

• Consumer Reports
• Advisories
• Guide to Protecting Investment Returns
• Investor Protection Workbook
• Newsletter updates
• Find all the hidden industry discounts

Invest on Your Own

• Easy to use portfolios for all risk levels
• Low cost, proven strategies
• Best ETFs and mutual funds
• Special low trading costs with affinity partners

GROUP/COMPANY BENEFITS

Protect employee savings, become an Investors-Aid Affinity Partner.

[Best group plan providers
Group Plan Evaluations
Employee membership discounts]

• CGA-BC
• Ethos Career Management
• BC Association of Social Workers
• CGA-Alberta

PORTFOLIO QUICK FIX

Simple checklists and online tools.

• Cut costs
• Find and reduce hidden risk
• Evaluate your advisor
• Improve asset quality
• Avoid capital loss
• Pay less tax

Best Advisory Options

• Where the value is
• Firms to avoid
• Special low management fees with affinity partners
• Evaluate and compare