Investing
29 videos • 769 views • by All Things Retirement - Canada With so much conflicting advice in the news, online, even from friends and family, making sound investment choices is difficult. Not only are you trying to make decisions based on the current market and economic reality but also in the context of your unique investment timeline and goals. It's been our experience that investors are looking for more than just portfolio performance. They are interested in Fee Transparency, investment choices and a plan. Our view is that a proper investment strategy is never done in a vacuum isolated from the goals you are trying to achieve. Our strategy is centered around your goals. Once the goals are established, our customized and comprehensive investment services provide clarity on such questions as: What kind of return do I need to achieve to fund my financial goals? How do I strike a balance between the level of risk that I feel comfortable with and the level of risk that I need to take to accomplish my objectives? I pay too much tax! How can I structure my portfolio and my financial circumstances to reduce the taxes I pay? I'm confused about investment fees. Is there a service that is transparent on fees and clearly separates the cost of investments from the cost of advice? I am retired and concerned about market risk. How do I invest in order to get a decent yield while at the same time not exposing my portfolio to excessive risk through my retirement years?