With so many options available to you in the market, we take the time to understand your retirement goals and customize investments solutions for you. Whether you want simple investment advice, or a customized financial plan to fund your retirement, Bases Covered Securities has the experience and expertise you require.
That's the Bases Covered Securities advantage!
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Learn the benefits of working with a Certified Financial Planner (CFP)
In Canada, the CFP designation is provided through the Financial Planning Standards Council. An Advisor who has completed this designation is held to the highest level of competency and ethics. It is the industry standard.
Common Advisor Licenses Held in BC:
Investment Advisor through IIROC (Stocks, Mutual Funds, ETFs, etc.)
You can check your Advisor's status HERE
Mutual Fund Advisor through MFDA (Mutual Funds only)
You can check your Advisor's status HERE
Insurance Advisor through INSURANCE COUNCIL OF BC
You can check your Advisor's status HERE
See HERE for a list of 7 essential questions to ask your Advisor.
You can click the button below to check and see if your current Advisor is a CERTIFIED financial planner:
DISCLAIMER
Investments are provided through Worldsource Securities Inc., sponsoring investment dealer and a Member of the Canadian Investment Regulatory Organization (CIRO) www.ciro.ca. Learn about advisors regulated by CIRO at AdvisorReport. Insurance and Income Tax services are provided as part of comprehensive financial planning services through Bases Covered Wealth Management.
Please visit www.basescovered.ca/insurance and www.basescovered.ca/taxes for further information.
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