Asset Allocation


Asset allocation is an investment strategy that attempts to balance an individual’s risk over their reward, by making adjustments to the percentage of each asset in an investment portfolio. With the uncertain Canadian financial climate in mind, many financial experts agree that asset allocation is a crucial factor in determining a portfolio return.

The three main asset classes – fixed income, equities and cash/equivalents –all have different levels of rush and return which react differently over time.

Contact our team at (866) 826-7903 to determine your right asset allocation or fill out the below form.

 

Asset Allocation

*Required fields