Queensbury Securities Inc.
Queensbury Securities Inc.
You, as an investor are interested in exploring as a result of a Seminar/workshop organized by Vishu Dhiri (Investment Advisor) or an affiliate or is referred by a Lawyer or accountant, or you sought us out on the internet, accessed my website, or were referred by an existing client
Preliminary meeting is scheduled to enable Investor and myself (the Advisor) to get to know each other. The Advisor makes an assessment of the investor’s life situation, investment experience, and personal and financial goals. Also, the investor is familiarized with my (Advisor’s) investment approach and process. (Investor- Advisor both assess if it will be beneficial for the investor to proceed further with the relationship)
(The investor decides that he wants to use our services)
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