Investment Planning*

Why save and invest? We all have financial goals and we all want to feel secure when it comes to our personal finances. By saving and investing, you can protect and grow your money to reach your financial goals.


Following steps can help in your investment planning: 

  • Set Your Financial Objectives – make sure they are specific and measurable
  • Understand Your Risk Tolerance – Investment involves risk. Generally, the higher the potential return, the higher the risk will be. Risk tolerance is the level of risk with which you are comfortable. Make sure you consider your ability to take risk carefully.
  • Liquidity  - Liquidity consideration can be important if you need investments asset in the short term.
  • Diversification   - Diversify your investments for growth and minimize market risks.
  • Taxes   - Taxes will affect the return on your different investments in different ways, So it is helpful to get advice on tax planning from a professional with expertise in this area.

Investing planning will help you to meet your financial goals and we are here to guide you through the journey.

You can get more info from The Financial Consumer Agency of Canada (FCAC)  regarding investment planning. You can also contact us to discuss your situation.