Investment Policy Statement (IPS)

Investment Policy Statement (IPS) The Investment Policy Statement (IPS) is a document that you use to tell your financial advisor what to do and how to handle your investments.  This takes ...

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Choosing an Investment

Cost We are obsessed with keeping costs down so you get to keep more of what you’ve already saved and we use Series “F” Mutual Funds and ETF Mutual Funds for ...

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The Solution

The solution is to take an active role in the process of developing a financial plan. Many Canadian can identify personal finance as one of their largest sources of stress and feeling ...

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