Megan Telfer, PFP Scotiabank Investment Specialist

Megan Telfer, PFP Scotiabank Investment Specialist My role is to guide you with all things finance: Investments. Planning. Tax strategies. Estate plans.

12/17/2023

Don’t want another holiday mug? Post this to your socials and maybe they’ll get the hint 😊

https://ow.ly/2Ftc50QhIK2

Thames Valley District School Board London District Catholic School Board

09/26/2023
05/14/2023

“We wouldn’t be able to have these programs and provide these services without United Way and their donors.” ~ Lainie Antone-Gardner, manager of Jordan’s Principle at Southwest Ontario Aboriginal Heath Access Centre, which operates Nshwaasnangong Child Care & Family Centre

04/07/2023

Everyone struggles sometimes, but nobody has to struggle alone.
Dial 2-1-1 or visit 211.ca to be connected with a 211 Navigator.

03/10/2023

Thank you, everyone, for playing Share the Love 50/50. Even if you didn't hold winning ticket #99000320016, you helped invest $14,248 in a vital social safety net that helps thousands of friends, neighbours and families in our community.

Bank of Canada (BoC) implements eighth consecutive rate hike while hinting at a pause. U.S. economy remained resilient i...
02/01/2023

Bank of Canada (BoC) implements eighth consecutive rate hike while hinting at a pause. U.S. economy remained resilient in Q4, but signs of slowing are emerging. This, and more, in our latest edition of the Weekly Economic Headlines.

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U.S. Federal Reserve hikes rates, maintains hawkish view. Chinese stocks rose on signs that China may ease its "zero-COV...
11/09/2022

U.S. Federal Reserve hikes rates, maintains hawkish view. Chinese stocks rose on signs that China may ease its "zero-COVID" policies. This, and more, in our latest edition of the Weekly Economic Headlines.

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10/29/2022

A huge shoutout to Halloween in the Village and all of their tireless volunteers.

There are untold hours spent preparing for these things!

Thank you for making our neighborhood amazing!!!

10/20/2022

I am starting to see a lot of requests on my personal social media feed from people looking for Financial Advisor recommendations. I can only imagine that this is the result of all the market turmoil out there.

It’s really important to be clear when you are posting a request of this type:

Are you looking for Investment Advice? or Financial Advisory related guidance.

Maybe both?

There is a difference.

You’ll see in the coming years, that licensing restrictions are getting stronger and stronger in order to protect the consumer.

There are a lot of people out here who are licensed to sell mutual funds, who are NOT qualified, Financial Advisors or qualified Financial Planners. There is a substantial difference.

Look for accreditation beside the Advisors name. The most common examples are:

PFP
CFP

Do a Google search on the names offered to you from your friends and community members.

Ask how the recommended advisor is compensated.

Ask them if the sell loaded funds. (DSC / LL / FE ) or if they offer embedded compensation.

This matters if you want to sell your investments.

Look for years of service. In todays market it is way more important than ever.

You need someone who is committed to your long term financial success.

There are many of us put there who are fantastic dedicated advisors. Some are independents. Some work for the competition.

There are more who could
Do way better.

This is your future. Ask questions and don’t apologize for it.

10/20/2022
10/20/2022

Honoured to be nominated for 94.1 myFM as Top Local Fundraiser. And always proud to support and as the region’s largest non-government funder of social services. Today and always: 100% local. http://ow.ly/nEIY50L9rwF

10/19/2022

“Anything’s possible. I believe that.” Learn how The London Coffee House, a program funded through United Way Elgin Middlesex, has changed Mario’s life.

Address

London, ON

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