Market and economic events impacting investment performance

Understanding and analyzing financial statements

Financial instruments: fixed income, equities, managed products, structured products, fee based accounts and derivatives

Company, industry and market performance/analysis

The portfolio management process and asset allocation

Setting financial goals, the financial planning process and taxation

Investment Planning | Investment planning focuses on identifying effective investment strategies according to an investor’s risk appetite and financial goals. There is a wide variety of investment options, GICs, Mutual Funds, Exchange Traded Funds, Retirement Savings, Education Savings, Disability Savings, Tax-Free Savings, Self-Directed Investing. Through investment planning, one can identify the most appropriate portfolio mix.

Simple Investment Portfolio Plan | Easy to understand and implement plan:

Process of selecting investment vehicle can be overwhelming, when faced with the ever-increasing number of available investment options.

We at Canada Insurance Plan, our team of licensed advisor work with you to developed a investment plan including but not limited to:-

1. The initial step is an analysis of your risk tolerance

2. Time horizon

3. Objectives for the money you wish invested.

Once the desired risk profile is established, a Portfolio is developed to best suit your personal needs.

This portfolio identifies the risks of investing, and aims to minimize those risks while achieving your personal benchmark of investing.

Investing requires discipline and patience, but we consider investing to be about long-term accumulation of wealth, without the need for high risk or speculation.

With a Portfolio investment plan in place, routine reviews and updates are scheduled to accommodate changes in interest rates, market sentiment and political forces. you can feel relaxed that we continuously observe and assess the changing investment on your behalf.

If you would like to receive more information about the Portfolio Investment planning or speak to a member of our team about your overall portfolio plan.

If you have further query please contact Canada Insurance Plan.