I use a blend of investments that provide safety of principal, income and growth for my clients. I use a combination of Income Trusts, Bonds and some Stocks in my clients' portfolios. I find these holdings are not as volatile because of the dividends paid to the investor.
By blending these types of investments together, my clients earn about 10% in income while retaining growth potential. I find this strategy dramatically reduces market risks. Not all of these types of investments are equal; it is the careful process of investment selection that I provide that adds value for my clients.
My clients cover the spectrum from younger, growth-oriented investors to mature, retired income-oriented investors
Many of my clients are retired and are looking for preservation of their capital, and income with some tax benefits. I have many very happy and satisfied clients that are very pleased with my approach. Their portfolios have done well through very tough and challenging market conditions.
I provide real value to my clients through a comprehensive process that includes tax planning, education planning, estate planning as well as the implementation and review of solid investment portfolios.
Could you Give Yourself a Raise?
A $100,000 investment, could earn .
$825+ in Monthly Income, with Confidence and Peace of Mind!
Wealth Focus - A Quarterly Report on Wealth Management from Canaccord Capital
