top of page

Who are you?

Find out what type of investor you are by reading the following!

Mountain Peak

What is your appetite for risk?

Some people may find sky diving thrilling; others would rather keep their feet on the ground. The difference between these individuals is quite likely their attitude towards risk – how willing they are to jump out of an airplane for an unforgettable thrill.

It is much the same when it comes to investing. Your attitude with respect to the potential of losing money and your ability to absorb a financial loss can be very different.

Click here to read more about the importance of knowing your tolerance for risk in your investment portfolio. If you'd like to discuss anything in here in detail, feel free to give me a call.

The risk of outliving your savings

Canadians are living longer and longer. Most of us will likely see our 80th birthday and a growing number of us are expected to live to 100. And while many of us do plan to keep working well after turning 65 — or even indefinitely — the majority are looking forward to some form of retirement when we hit our 60s.

That means we need to ensure that the nest egg we accumulate over our working life lasts long enough to support us through 30 or even 40 years of retirement.

Click here to learn more about how to protect yourself against the risk of outliving your savings, or what we call 'longevity risk.'

Business Conversation

The value of advice

In an effort to stay healthy, you make seeing your doctor a priority. Your doctor knows your medical history and, if there is a problem, can recommend a course of treatment. The same concept applies to your finances – regular checkups with an advisor can go a long way towards improving your financial health. Whether your goal is to reduce debt, buy a house, save for retirement or simply pay the bills, you don't have to go it alone.

Regardless of your stage of life or amount of wealth, you can benefit from the professional counsel and services of an advisor. In fact,71 per cent of advised households started working with an advisor when they had less than $50,000 in investable assets.1 Milestones such as buying a first home, starting a new job or having a child are all good opportunities to address new financial needs and begin working with an advisor.

To view the next steps click on the slides

Retirement Planning with GIF 100/100

Insightful Videos*

bottom of page