Susan Mallin, CIM, CFP - Investment services, Toronto and the Greater Toronto Area - products

By: Susan Mallin  09-12-2011
Keywords: Investment Products

The right mix of investment products will depend on your financial goals, financial targets and risk tolerance. There are thousands of choices when it comes to investment products in Canada. Investment advisors are trained to understand the unique characteristics and potential risks of each.

My job is to help you choose investment products that are aligned with your defined financial targets and also within your comfort zone. Once your investments have been chosen, I use an ongoing monitoring process to ensure that they progress, as planned, and that you are kept abreast, in a timely fashion, should I have reason to recommend any changes to your investment plan.

List of investment products:

  • ETF (Exchange Traded Funds)
  • Mutual Funds
  • Stocks
  • Bonds
  • Preferred Shares
  • GIC's

Investment strategies built with the notion that there is great strength in simplicity are likely to be the most reliable over time. They also have the added benefit of letting you sleep at night!

The investment products ultimately chosen for any type of financial investment portfolio are often the 'make it or break it' point for your financial dreams. Investment products are not where you would want to make any compromises.

Keywords: Investment Products

Other products and services from Susan Mallin


Susan Mallin, CIM, CFP - Investment services, Toronto and the Greater Toronto Area - services

My job is to guide you through this sea of choices in order to help you make decisions, in a manner that is simple yet effective, throughout the journey of reaching your financial goals. These discoveries lead us to the next step, where we choose the investment services, investment accounts and investment products expected to improve your financial situation, over time.