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
- Preferred Shares
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.