scroll to top
Stuck on your essay?
Get ideas from this essay and see how your work stacks up
Word Count: 801
For my field trip report I had the pleasure to sit down with Investment Advisor Harj Grewal BA Econ CFA CBV CFP from RBC Dominion Securities Harj has a diverse background in investment banking and finance Harj currently holds a Chartered Financial Analyst designation along with Certified Financial Planner and Charter Business Valuator Through his career Mr Grewal has worked various different positions Harj originally started off as an investment advisor and then went into institution sales business valuation corporate finance and now has gone back to an investment advisory position While Harj worked as a professional business valuator Harj successfully raised millions of dollars for various different North American corporations According to Mr Grewal the function that an investment advisor plays at RBC Dominion Securities is to assist people in making a more intelligent tax efficient and risk adjusted investment decision In terms of difficulty I was told that at times this can be a very easy task and sometimes it could be difficult when it comes to influencing a client When clients are self motivated it is much easier to show them different options that they have and implementation of the plan has greater success After speaking with Harj in regards to the function that an investment advisor plans I really got the feel that financial planning plays a major role when helping a client determine what kind of investments to purse Harj strongly agreed with me when I made this point and added that the CFP designation lays a great foundation when it comes to the financial planning aspect of making an investment decisions In terms of clients that Harj Grewal deals with at RBC Dominion Securities they come from all walks of life A lot of these individuals are self employed professionals who would like to reduce taxes and have diverse family needs Another type of individuals that Harj deals with are retirees who are apprehensive about preserving capital
@Kibin is a lifesaver for my essay right now!!
- Sandra Slivka, student @ UC Berkeley
Wow, this is the best essay help I've ever received!
- Camvu Pham, student @ U of M
If I'd known about @Kibin in college, I would have gotten much more sleep
- Jen Soust, alumni @ UCLA