An online investment advisor is a person who is qualified to give financial investment advice and leverages technology to create a great client experience, making investing simple and convenient.
As a start-up entity, we recently raised our first round of growth capital from outside investors. It was an interesting experience to get in front of potential investors, address their questions and concerns, and generate ideas to improve our offering in order to make a successful market entry providing online financial advisor services.
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In honour of Father’s Day, Sunday, June 21, 2015 we wanted to share the best financial advice we’ve received from our fathers.