Toonie Talk – Understanding Basic Investment Paperwork You Signed
PRESENTED BY OUR FRIENDS OF WE Seniors Edmonton PARTNER | RESEARCH CAPITAL CORPORATION
WEI WOO – INVESTMENT ADVISOR (CIM, EPC)
- Date: Friday, May 22, 2026
- Time: 10:00 a.m. to 11:30 a.m.
- Location: WE Seniors Edmonton – Board Room
- Cost: Free for members, $3.00 for the public
It is not uncommon for the average person to not fully comprehend what they are signing at their investment firm, and instead fully trust that their investment advisor or financial advisor that full verbal disclosure is given to them for the important information they need before opening an account. It is more crucial than ever for clients of investment firms to understand the legal paperwork they have signed with their accounts.
Come join Wei Woo as we discuss the basic paperwork that most investment clients go through in their regular course of a client relationship with an investment firm.
HOW TO REGISTER
Call our front desk at 780 483 1209
Click HERE to register on My Active Centre
Email ch****@*******rs.ca
Visit our Front Desk – Mondays to Fridays, 9:00 a.m. to 4:00 p.m.
We are open late on Tuesdays and Thursdays – 9:00 a.m. to 8:00 p.m.