What's your investment style?
- Guardian,
- Risk taker,
- Celebrity,
- Adventurer
Do you have a self directed portfolio or do you have a financial advisor?
What is your asset mix?
- Guaranteed Income Certificates or GIC's
- Mutual funds
- Stocks and bonds
- Real estate
- Equity investments
- Infrastructure
- Specialty funds like gold, oil and gas
Are you able to capture growth in your investments?
- What are your investments earning?
- What is the Management Expense Ratio?
- What are your investments costing you in fees, and interest?
Have you diversified risk?
What percentage of your portfolio is in Minimum, Medium or High Risk funds.
If you do not have answers for these questions, hopefully you have a financial advisor who does.
There are many financial advisors who are able to assist with answering these questions in Thunder Bay:
- Investor's Group Financial Services www.investorsgroup.com
- CIBC Wood Gundy -- Jason Hughes www.woodgundy.com
- Nor Maxx Financial Group Ltd. -- Laura Fralick
- RBC Dominion Securities -- Shannon Gothard Ramirez shannon.gothardramirez@rbc.com
- BMO Nesbitt Burns -- Diane Mehagen www.bmo.com
- Laurentian Financial Services -- Bill Adams www.laurentianfinancialservices.com
- Philpot & Delgaty Insurance & Financial Services -- Terry Hostland
- Clarica -- Vonnie Cheng www.clarica.com/vonniecheng
