Investment Management

By: The Steele Group Financial & Workplace Services Inc.  16-02-2013
Keywords: wealth management

We manage investments, more importantly we manage the needs of our clients. Our clients who experience the best long term returns are the ones who continue to put more money into investments in all markets—whether good or bad. We recommend our client have a diversified portfolio that is within their threshold of risk. We find the biggest source of confusion that people have about investing is where to put their money. Whether to use a RRSP, TFSA or a Non-registered investment account. It’s important to remember that the type of account (RRSP, TFSA, etc.) is simply a container or bucket that holds whatever investment that best fits your needs. It’s important to remember that any of the below accounts can contain almost any investment option, such as guaranteed investment certificate (GIC), accumulation annuity, stock, bonds, mutual funds or segregated funds. We help our clients both to determine which account is right for them and which type of investments should be contained in that account.

Keywords: wealth management

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