Thursday, August 8th, 2019 12:00pm
BMO - Edward Kahnert
Please RSVP by calling Head Office or email admin@shahfinancial.ca to confirm your attendance.
Location: Head Office
 
Please see below helpful guides
1) Instructions for Online Access for Clients.
2) Family Linking Instructions.
3) Instructions for Electronic Consent.
4) Advisor Guide.
5) Fund Facts Guide.
6) Statements Guide.
Below are online tutorials
1) Family Linking Instructions.
2) Fund Search.
3) How to place a switch.
 
Please Review and digest the following five documents
1) Reduce Costs and Increase Returns
3) Managing Client Name Fee Based Accounts
4) The Value of Advice and Services
 
Fund Company Phone Numbers and Fax Numbers