I had all these funds in all different pensions and RRSPs ect. I would leave a company and just leave my funds there. I wanted to consolidate and I met my advisor at a church function. She seemed so great. Seemed to care and seemed to be helping me move everything into one place.
A couple years go by and I decide I want to clean up my files. I contact my advisor about confirming that some of these old papers can go since we moved them. She told me I'd have to call each one to check into that myself as WFG doesn't keep a list of what I have moved.. They only show who has my money.
I phoned them all and then even phoned where my money was and found out she has be locked into things until 2018 so she gets higher commission trailers!
I'm moving my funds right away.