If you're like the vast majority of Canadian investors, at times you find it difficult to manage your money. A profusion of banks, credit unions, brokerage firms, financial planners, investment counselors, insurance companies, newsletters, websites and television channels pitch an astonishing variety of investment products, ideas, research and recommendations at you. Like filling a teacup with a fire hose, this flood of information is simply too much to manage.
Investors like you are seeking answers to basic questions such as:
- Are my investments the right ones for me?
- Will I be able to retire when I want to?
- Will my children or grandchildren be able to afford college or university?
- How will my elderly parents pay for good-quality care when they need it?
- How are my investments performing compared to my other choices?
You may already have a trusted Investment Advisor to help you answer these questions. If so, you've discovered that a good working relationship means that your advisor has taken the time to ask you many questions about your personal situation and preferences.
Based on what you tell him or her, your advisor will design a customized strategy to accomplish your investment objectives. Periodically, you and your advisor should discuss your progress and agree on the small changes that can be made to improve your performance going forward.
To find an Investment Advisor, or to get a second opinion on your current investment strategy, please fill out our Investment Advisor contact form.