Frequently Asked Questions:
Q: What is investing?
A: Investing is simply allocating your money into a venture - in the form of securities, companies or real estate -
so that your original money can make new money. There are many ways to invest, and contrary to popular
belief not a lot of capital is needed to get started.
Q: How do I get started?
A: With a structured approach and clear objectives, our advisors can develop a financial plan that caters to your
needs and lifestyle.
You can get started by using the following budget sheet:
Q: What type of investments are available to the average person?
A: By conducting a thorough review of each individual, our team is able to formulate a portfolio that satisfies their
needs. With an array of products available, one can be content with a personalized portfolio catered to their liking.
Some of these products include: stocks, bonds, alternative investment strategies, REITs, SMAs, Option strategies
and Growth strategies amongst other things.
Q: How much do I need for retirement?
A: Retirement planning is a really subjective topic that involves a lot of variables such as: your age, how
much you've been saving in a retirement account(s) and how comfortable you want to be when you retire.
A consultation can provide a clearer picture.
Use this retirement planning calculator to gain better insight as to where you stand:
Q: Is there a way to ensure financial preservation for my family in the event of misfortune?
A: Yes. There are various insurance plans available that can shield you and your family from uncertainties that can
arise in the future.
Investments in securities do not offer a fix rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested. No system or financial planning strategy can guarantee future results.