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Join the hundreds of financial advisors across Canada, and let us add value to your business in four key ways:
- DH&A's Recommended List of mutual funds allows you to
access our unique manager research with two levels of service.
- Basic Package ($90/quarter per advisor) - Receive our full Recommended List of mutual funds each quarter. The list is organized by fund type and includes brief comments on each fund. In between each quarterly update, you'll also receive our timely E-mail Research Bulletins to keep you abreast of the latest changes to our Recommended List and our candid opinions of other important events like manager changes, new products, and fund mergers.
- Premium Bundle ($150/quarter per advisor) - Receive the Basic Package plus our Manager Notes reports, which provide in-depth analysis of how managers really run your clients' money. Our Manager Notes have been known to make advisors more informed about a firm's investment process than many of its own sales staff.
- Discounts available for groups of five or more.
- Subscribe today.
- Our Analyst On Call service provides 'on demand' advice so you can leverage all of the research we’ve already done to obtain timely opinions on investment products, strategies, and client cases. Consultations are done by phone or e-mail and fees are charged only for the time used at our current hourly rate.
- An accomplished public speaker, Dan Hallett is available for client or prospecting events.
- DH&A's Practice Valuation service looks well beyond standard valuation formulas for advisors buying or selling a book of business. Rather, we integrate your particular resources and constraints to determine a valuation and design a structure that makes sense for you.
Exclusive Free Offer for Advisors
Learn how to improve the investment advice you provide while doing less research and spending more time with clients. Get started by signing up for your free report and free 3-month trial subscription. If you represent a dealer, please contact us about how to enroll your whole firm for our exclusive free trial offer.