Comments on: Reviewing Your Investment Profile http://www.thefinancialblogger.com/reviewing-your-investment-profile/ This is where your finance takes place Fri, 10 Oct 2008 22:50:31 +0000 http://wordpress.org/?v=abc By: The Financial Blogger http://www.thefinancialblogger.com/reviewing-your-investment-profile/#comment-3562 The Financial Blogger Tue, 07 Oct 2008 10:48:35 +0000 http://www.thefinancialblogger.com/reviewing-your-investment-profile/#comment-3562 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. 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 http://www.thefinancialblogger.com/reviewing-your-investment-profile/#comment-3551 rosette Mon, 06 Oct 2008 07:44:26 +0000 http://www.thefinancialblogger.com/reviewing-your-investment-profile/#comment-3551 please provideme with a questionnaire on investment portfolio please provideme with a questionnaire on investment portfolio

]]> By: The Financial Blogger | Corporate Class Funds; How To Avoid Taxes For The Next Ten Years http://www.thefinancialblogger.com/reviewing-your-investment-profile/#comment-3126 The Financial Blogger | Corporate Class Funds; How To Avoid Taxes For The Next Ten Years Wed, 27 Aug 2008 10:00:38 +0000 http://www.thefinancialblogger.com/reviewing-your-investment-profile/#comment-3126 [...] 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 [...] [...] 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 http://www.thefinancialblogger.com/reviewing-your-investment-profile/#comment-2999 The Financial Blogger | Shifting Your Investments According To Your Tax Rate Fri, 15 Aug 2008 10:01:13 +0000 http://www.thefinancialblogger.com/reviewing-your-investment-profile/#comment-2999 [...] 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 [...] [...] 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 http://www.thefinancialblogger.com/reviewing-your-investment-profile/#comment-2949 The Financial Blogger | How to Find a Good Financial Advisor Part 3 Sun, 10 Aug 2008 23:53:19 +0000 http://www.thefinancialblogger.com/reviewing-your-investment-profile/#comment-2949 [...] 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 [...] [...] 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 http://www.thefinancialblogger.com/reviewing-your-investment-profile/#comment-2358 The Financial Blogger | Private Investment Management Mon, 28 Apr 2008 10:34:41 +0000 http://www.thefinancialblogger.com/reviewing-your-investment-profile/#comment-2358 [...] 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. [...] [...] 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. [...]

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