We can help you map out your overall financial plan and figure out where your investment portfolio fits in.
Whether your retirement is years away or just around the corner, it’s important to ensure your investments reflect your goals and risk tolerance. Our team offers wealth management, and investment solutions, including Segregated Funds – many Canadians have never heard of them yet they have been around for over 50 years. Exposure to the equity markets can add value to your portfolio during an upswing but can leave you vulnerable to loss if safety and security are important to you.
Today, planning for retirement looks a lot different than it did for our parents. We face a combination of global economic factors that can have a big impact on our retirement. Our aging population puts a strain on government programs, such as health care and retirement benefits, and results in a shrinking workforce and the potential for slower economic growth, higher taxes and increased government debt. The growth of debt is also a trend in our households, where credit card balances, lines of credit, and mortgage debt now total more than Canada’s GDP. And we can’t ignore the unprecedented political instability seen right around the world, which can lead to serious economic issues. Paying attention to these risk factors is critical to developing a solid retirement plan. By thinking through these potential risks, we can explore the solutions and integrate strategies to mitigate them. And we can set a plan in place to ensure our money lasts as long as we do.
You can also build your investment portfolio online… with our help
Thinking about managing your investment portfolio online but not sure where to start? Introducing: online investing through Wealthbar – with the human touch. We’ve teamed up with this Canadian fintech innovator as new way to deliver enhanced investment options to our clients. We want to help Albertans build their brightest future possible whether they have $5,000 or $5 million. Clients get diversified portfolios, financial planning tools, an easy-to-use online investor dashboard and much more.
Low fees, happy wallets and hassle-free ETF portfolios:
• Professionally designed and monitored portfolios
• Automatic rebalancing
• Fees that are up to 60% less than traditional mutual funds
Let’s create a financial plan for you and your family – contact a Benchmark advisor today.