Step-by-step tips to getting the most from your discount broker
More and more Canadians are seeking out discount brokers as a low-cost alternative to having professionals manage their money. But not all new customers know what to look for in a discount broker. Consequently, many busy brokers are either spending huge amounts of time qualifying, or even refusing, new customers. The Discount Decision provides readers with everything they need to know to get the most out of their brokers and their trades. Sample dialogues and questions take readers step-by-step through the process, and a detailed questionnaire helps determine investment profiles and objectives. Coverage of brokers includes: how they work; how to choose one; detailed cost and service comparisons; who should maintain an account at a discount brokers vs. a full service brokerage; functionality and design of discount brokerages’ Web sites (text from the publisher)