FAQ

Why happens if my advisor dies?

It is important to understand that when you work with us, your broker or your advisor does not hold your investments. Your investments are held by the investment firm, like Fidelity Investments or CI Investments. So, in essence, you hold an account with the investment firm, your advisor assists you with your decisions; facilitates the investment process; and services your account.

So, what happens if your advisor dies? Audentium Financial Corp. will assign you a new advisor and your account will be looked after. If you decide to move your account to a new broker or a bank, you are free to do that because your account is always held by you, not your advisor or broker.

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