Newsletter

Investment

Buy and hold, market timing, sector rotation……..do these investment clichés mean anything to you? If not don’t worry, most investors feel the same way! As your financial advisor it is our job to steer you clear of these misnomers and get you focused on what’s really important; understanding your investment strategy and knowing your risk tolerance! The importance of building solid portfolios while taking these issues into consideration cannot be underestimated. You need your portfolio to have the ‘wear with all’ to withstand market turbulence over time. So stop worrying about whether or not you should be timing your investments, moving them around more and start focusing on whether or not your portfolio is the right one for you!

How can we help you ask………simple, we have researched many different programs from many different companies to help us build solid portfolios for our clients and we have discovered a program called Symmetry through Mackenzie Financial that will allow us to do so. Symmetry is a new pooled wrap program that has the power to provide highly customized investment solutions for you …..the client and guess what…..this time, your input counts!

This program uses our expertise as well as our clients ideas and combines these with leading investment managers across various asset classes, regions, and styles to produce a tailor made solution to suit each client’s investment objectives. Based on your goals Symmetry will recommend a portfolio design and asset allocation. If you prefer, you the client can control up to 30% of the funds in the portfolio and make changes to the weightings or funds among the asset classes and investment styles. The bottom line, as I like to say, it kills two birds with one stone in that it is a portfolio designed specifically for you and allows for you to have more control over a portion of your investment IF you so choose. What a concept!