Investment Fraud Awareness

Robo-Advisers This section was preceded by an explanation of the topic: The next few questions are about online investment advisers - often referred to as "robo-advisers". Online investment advisers are offered through a website or app. Generally, you can authorize them to carry out transactions on your behalf, consistent with your investment goals and risk profile. Some examples include WealthSimple, CI Direct Investing (formerly WealthBar), Nest Wealth and Questwealth Portfolios. Please note: Online investment advisers refer to services where most investment decisions are made on your behalf without your specific approval for each trade. For this reason, online investment advisers are not the same thing as online discount brokerages where you do not get advice about the suitability of the investments and you have to choose them for yourself.

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