Kate McCaffery, Advisor’sEdge Report
Scott Plaskett, CFP was invited to sit on a panel for the Advisor’s Edge Mutual Fund Dealer’s simposium and answer questions from mutual fund dealers from across Canada. Scott’s firm was selected because of their ability to keep client fees down by using the Mutual Fund Dealer’s Association license model as opposed to the Investment Dealer’s Association model. It was a chance for other mutual fund dealers to find out more about what makes IRONSHIELD Financial Planning successful by using the MFDA model.
