Comments on: Reviewing Your Investment Profile

By: Financial Highway

Financial Highway — Thu, 19 Mar 2009 13:38:12 +0000

Asset Allocation-What it is and Why it’s Important…

This week there had been several posts about Derek Foster selling out, Canadian Capitalist and Four Pillars were two blogs posting on him, one of the major issues with his portfolio was that he had 100% equity allocation. So I thought this would be a t…

By: The Financial Blogger » Blog Archive » How to Start Investing – A DIY Growth Investment Strategy Part 3

Wed, 04 Mar 2009 11:02:02 +0000

[...] this could be if you are already set?). So today, I will give you options you can use according to different investor profiles (I linked them to a type of car [...]

By: The Financial Blogger » Blog Archive » How to Start Investing – A DIY Growth Investment Strategy Part 2

Tue, 03 Mar 2009 11:01:36 +0000

[...] Determine your investor profile [...]

By: The Financial Blogger

The Financial Blogger — Tue, 07 Oct 2008 10:48:35 +0000

Hello Rosette,
you can find them on major bank websites such as RBC, BMO, CIBC, TD, Scotia and National Bank. They are usually in the investment part of their site. They will give you your end result as well.

Cheers,

Mike.

By: rosette

rosette — Mon, 06 Oct 2008 07:44:26 +0000

please provideme with a questionnaire on investment portfolio

By: The Financial Blogger | Corporate Class Funds; How To Avoid Taxes For The Next Ten Years

Wed, 27 Aug 2008 10:00:38 +0000

[...] with several mutual funds. You have the possibility to select the funds you want according to your investment profile. You are also able to switch funds in the same family (same bag) without triggering capital [...]

By: The Financial Blogger | Shifting Your Investments According To Your Tax Rate

Fri, 15 Aug 2008 10:01:13 +0000

[...] may have. A well debated question in the industry is the following: “Should a client have one investment profile per account (project) or per person?”. While I believe we should have one profile per client, I [...]

By: The Financial Blogger | How to Find a Good Financial Advisor Part 3

The Financial Blogger | How to Find a Good Financial Advisor Part 3 — Sun, 10 Aug 2008 23:53:19 +0000

[...] away. The first meeting should be one to get all the information on your financial status, your investment profile, your personal financial goals and answer your questions. An advisor offering you investment [...]

By: The Financial Blogger | Private Investment Management

The Financial Blogger | Private Investment Management — Mon, 28 Apr 2008 10:34:41 +0000

[...] However, in order to do so, you must leave all decision powers (buy, sell, hold) in the hand of the managers. You always have the possibility to change the guidelines in order to reflect your investment profile. [...]