As an investor, your challenge is to find an Investment Advisor with integrity, someone who is capable, dependable and has your concerns clearly in mind. The investment approach I take is based on "your" personal circumstances, retirement outlook, future goals and objectives.
Emphasis is placed on Asset Allocation as investment performance and volatility are a direct result of the three asset classes: Cash, Fixed Income (bonds, GICs) and Equities (stocks, mutual funds). In other words, the most important decision to make is not what stocks and bonds to buy, but rather what proportion of your total investments should be in stocks, bonds or cash. Proper allocation provides the balance between risk and reward. It must be monitored to ensure it is appropriate for not only the investment climate, but also your personal comfort level.
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