We could name off a bunch of fancy investment terms here like, asset allocation, diversification and optimizing risk. Simply put, investment management involves having a conversation about what you want to do with your money in the future and when.
Our wealth team will then develop a plan to match your investment goals with a mix of different types of investments at a risk level where you are comfortable. To make sure your plan takes into consideration any changes that may take place in your life, they will want to stay in touch regularly to see how you’re doing.
Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Mutual funds and related financial planning services are offered through Credential Asset Management Inc.