How advisers may have failed the world’s luckiest investor
ANALYSIS: Final of a three-part series on the incredible case of a Canadian carpenter who became an options trader.
The man claims his advisers focused on tax issues, rather than encouraging him to have a balanced portfolio.
Three weeks ago, in part two of the story on the man who made – then lost – $500 million on Tesla shares, I briefly looked at the forthcoming court action he is taking against his financial adviser, RBC Securities. The Notice of Civil Claim by the plaintiff, who was reportedly a carpenter,
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