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What to Know Before (and After) You Hire an Advisor (w/ Matthew Taylor) | #427
Investing and the economy

What to Know Before (and After) You Hire an Advisor (w/ Matthew Taylor) | #427

The Rational Reminder Podcast 17.09.2026 83 min

In this episode, we're joined by Matthew Taylor, a litigation lawyer with Sotos Class Actions in Toronto who represents retail investors and pension funds in securities class actions. We take a deep dive into what makes a successful negligence claim against a financial advisor, how courts assess fiduciary relationships in Canada, and what investors should look for when evaluating the…

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