Reviewing Investments

Careful investment planning is essential but can be quite complex. Performance is just one consideration when reviewing your portfolio. Factors such as diversification, taxation, and fees can have a dramatic impact during any economic climate.

To assist you in reviewing your investments, we have a checklist that outlines over 25 key considerations to guide your analysis.

While the checklist can help you spot good ways to identify all the different opportunities to consider, we are always available to meet with you to discuss your finances and goals and to identify what the best opportunities are for you.

Please contact us today to schedule a time to discuss.