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* '''Interview the professional thoroughly.''' See the investRIGHT [https://www.investright.org/informed-investing/know-your-advisor/conduct-a-formal-interview/ Conduct a Formal Interview] page for questions to ask. See the Canadian Securities Administrator’s [http://www.securities-administrators.ca/uploadedFiles/General/pdfs/Check_Before_You_Invest_Workbook_FINAL_EN.pdf Check Before You Invest] Workbook. | * '''Interview the professional thoroughly.''' See the investRIGHT [https://www.investright.org/informed-investing/know-your-advisor/conduct-a-formal-interview/ Conduct a Formal Interview] page for questions to ask. See the Canadian Securities Administrator’s [http://www.securities-administrators.ca/uploadedFiles/General/pdfs/Check_Before_You_Invest_Workbook_FINAL_EN.pdf Check Before You Invest] Workbook. | ||
* '''Review contracts carefully before signing.''' Before hiring or “retaining” any professionals, get their proposed plan of work and expected fee. | * '''Review contracts carefully before signing.''' Before hiring or “retaining” any professionals, get their proposed plan of work and expected fee. | ||
* '''Make your own decisions based on facts and advice.''' Listen to the professional’s advice, but keep in mind | * '''Make your own decisions based on facts and advice.''' Listen to the professional’s advice, but keep in mind they are advising rather than making the decisions. | ||
{{Managing Someone Else's Money Navbox}} | {{Managing Someone Else's Money Navbox}} |
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