Toonie Talk – Understanding basic investment paperwork you signed (Calendar)
PRESENTED BY OUR FRIENDS OF WE Seniors Edmonton PARTNER | RESEARCH CAPITAL CORPORATION
WEI WOO – INVESTMENT ADVISOR (CIM, EPC)

When: Friday, May 22, 2026 | 10:00 a.m. to 11:30 a.m.
Where: Board Room, WE Seniors Edmonton (9629 – 176 St, Edmonton, Alberta T5T 6B3)
Cost: free for WE Seniors Edmonton members, $3.00 for non-members
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.
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