Want to get free, personalized tips from a credited adviser? Have a question regarding your personal finances? Globe Investor's Ask An Advisor and Portfolio Checkup features can help.
If you have a specific question about your investments, ask Nancy Woods, a licensed associate portfolio manager and investment adviser with RBC Dominion Securities. From taxes and wills, to investments and registered accounts, Nancy can help you navigate tricky, complicated money matters.
Nancy holds advanced investment credentials, including Canadian Investment Management and Fellowship of Canadian Securities Institute, and has been helping Canadians manage their finances for more than 20 years.
If your entire portfolio needs help, try Portfolio Checkup, a video series in which Globe and Mail personal finance columnist Rob Carrick teams up with an investment adviser to examine portfolios and offer a diagnosis.
If you're interested in having your portfolio reviewed, fill out the online application form. If your portfolio is selected, we'll contact you for further details.
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