INVESTMENT PLANNING

When putting together an investment plan, rest assured that our goal is to work with clients to prepare a prudent investment strategy based on your objectives, income & retirement income requirements and risk tolerance. Then we will implement it consistently and carefully with a broad range of best-in-class products and services.

You have access to a broad suite of Managed Portfolio Solutions and products that are customized to your specific liquidity needs, income, growth expectations and family situation.

Your managed portfolio will be designed to adapt to the market’s daily changes, bumps and grinds, ups and downs. These portfolios are regularly monitored and systematically rebalanced to ensure they reflect your Strategic Wealth Plan and help you to accomplish the financial objectives you have set for yourself. We meet regularly with our clients in our Burlington office to discuss the investment plan on an ongoing basis.

Investment Questions We Help Answer For Our Clients

• Do we have the proper mix of investments for our objectives?
• Where should our investments be placed (RRSP/RRIF/TFSA/Non-Registered Accounts)?  
• Is the risk level appropriate?
• Are our current investments appropriate for retirement?
• Are guaranteed income solutions appropriate?
• Do we have an optimal real estate strategy as we age?

Investment Planning Resources 

Below we have generated a number of articles you may find interesting when considering your future needs and lifestyle into retirement.

• If I Had A Million Dollars
• How Much Income Do You Need In Retirement

Other Resources:

• RRSP Maturity Options: What you Need to Know – Jack Lumsden, CFP®
• Registered Education Savings Plan (RESP) – Jack Lumsden, CFP®
• What are the different investment classes? – Jack Lumsden, CFP®
• Are Tax-Free Savings Accounts Misnamed? – Jack Lumsden, CFP®
• The Real Effect of Taxes and Inflation on Investment Returns – Jack Lumsden, CFP®
• Should we take Advantage of our unused RRSP contribution limits? – Jack Lumsden, CFP®
• Rebalancing Your Portfolio – Jack Lumsden, CFP®
• What are the Two Main Types of Risks when Investing? – Jack Lumsden, CFP®
• How do you Develop a Diversified Portfolio? – Jack Lumsden, CFP®