Good advice from John Heinzl and in 35 years of investing, I 've encountered this situation a few times.  I've asked the question; why would I do that, listening and then replying that I would have to think about it.  It certainly works.  I'm on my fourth broker over the years and have even graduated to an online DIY TFSA account with success over a couple of years.  Learning through experience, making mistakes but trying not to make the same one twice, gives me confidence.  Advice like this helps too.