Investment Management

Investment planning encompass much more than a mere selection of exchange traded funds (ETFs) or assembling equities and fixed income. Investment planning involves crafting a suitable asset allocation strategy that aligns with your risk tolerance and objectives, along with identifying the most suitable investment accounts. My services encompass guidance on ETFs for stocks, bonds, and interest-bearing accounts. Investors are often their own worst enemy when trying to out smart the market and end up sabotaging their financial goals.

• What kind of investments can I have in a corporation?
• How much should I contribute to different accounts?
• What types of accounts should I open for my kids?
• Has my investment performance beat the markets?
• What types of investment accounts should I have?
• Do I need more investment diversification?
• Is my asset allocation appropriate?
• What is my risk tolerance?
• What should I invest in?