onusconsultinggroup.com
Onus Consulting Group
http://www.onusconsultinggroup.com/aboutus.htm
Ldquo;With an evening coat and a white tie, anybody, even a stockbroker, can gain a reputation for being civilized.”. Ndash; Oscar Wilde. Onus Consulting Group is an investor awareness advocacy group and a financial advisor referral service operating in Toronto. The company was established due to a growing frustration with the wide array in quality of full-service financial advisors. Investor Awareness Advocacy Syllabus. Indicators to judge the quality of your financial advice.
onusconsultinggroup.com
Onus Consulting Group
http://www.onusconsultinggroup.com/investmentadvisors.htm
Ldquo;A stockbroker urged me to buy a stock that would triple its value every year. I told him, ‘At my age, I don’t even buy green bananas.’”. Ndash;Claude Pepper, US Congressman till his death in 1989 and spokesman for the elderly. As an investment advisor:. Does your education and experience reflect the service you provide? Do you give your clients the attention they deserve? Do you feel you exemplify the integrity Onus is looking for? Please refer to our Investor Questionnaire.
onusconsultinggroup.com
Onus Consulting Group
http://www.onusconsultinggroup.com/faq.htm
Ldquo;If you don’t know jewelry, know the jeweler.”. Berkshire Hathaway, 2000 Chairman’s Letter. 1) What are your responsibilities as an investor awareness advocacy group? 2) In what circumstances should I request an advisor referral? 3) What will a meeting do for me? Meetings as a result of our referrals come at no cost to you and represent an excellent time for you to get a second opinion of your portfolio. As well, even if you choose not to use one of our advisor referrals, the standard, as well a...
onusconsultinggroup.com
Onus Consulting Group
http://www.onusconsultinggroup.com/investors.htm
Ldquo;There are a lot of people out there using the financial planner term who are salespeople and are not providing advice.”. Mdash;Noel Maye, CEO of the Financial Planning Standards Board. Do you have a financial advisor that meets the ONUS standard? Here are 8 questions to consider:. Quality of Investment Advice:. Do they always explain your investment options and relate them to your specific needs when making recommendations? Do they help you fully understand the investment you are making? If you fin...
onusconsultinggroup.com
Onus Consulting Group
http://www.onusconsultinggroup.com/requestinfo.htm
Ldquo;Using an organization design that would amaze (and delight! The oligarchs of corporate America, the managers of mutual funds have enjoyed virtually free rein to place their interests ahead of the interests of the owners of their funds.”. John Bogle, founder and former CEO of The Vanguard mutual fund group. Bogle, John. The Battle for the Soul of Capitalism. Yale University Press, 2005. Stoffman, Daniel. The Money Machine. Toronto: Macfarlane Walter and Ross, 2000. View our Privacy Policy here.
onusconsultinggroup.com
Onus Consulting Group
http://www.onusconsultinggroup.com/disclaimer.htm
This notice and disclaimer applies to the Onus Consulting Group, operated by 6810845 Canada Corp. This disclaimer governs your use of our website; by using our website, you accept this disclaimer in full. If you disagree with any part of this disclaimer, do not use our website. 2) Licence to use website. You may view, download for caching purposes only, and print pages from the website, provided that:. C) you must not edit or otherwise modify any material on the website. 3) Limitations of liability.