Learn a little, improve a lot:
Why investors should be actively involved with their portfolio

Edward Simpson

Investment Advisor — Mandeville Private Client Inc.
Financial Security Advisor — Zagari+Simpson
tel: 438-316-3424
email: esimpson@mandevillepc.com

 

Learn a little, improve a lot:
Why investors should be actively involved with their portfolio

Imagine you’ve just met with your investment advisor to discuss your retirement plan. Based on reasonable projections and reliable data, you conclude it’s likely you will run into a deficit in about 20 years. Besides the fact that you’d risk outliving your money at that rate, what more can your investment advisor really tell you?

A suitable advisory approach would suggest that you either save more, spend less, or delay your retirement date. After carefully considering your options, you decide you’re not ready to make any changes to your lifestyle, so you do nothing.

This is a scenario that many Canadians face at some point leading up to their retirement. We want to change that. This whitepaper explores the difference between suitable advice and a mindset of accountability, and why we believe investors should play an active role in their long-term investment strategy.

Sign up to our newsletter to receive our next whitepaper.

Imagine you’ve just met with your investment advisor to discuss your retirement plan. Based on reasonable projections and reliable data, you conclude it’s likely you will run into a deficit in about 20 years. Besides the fact that you’d risk outliving your money at that rate, what more can your investment advisor really tell you?

A suitable advisory approach would suggest that you either save more, spend less, or delay your retirement date. After carefully considering your options, you decide you’re not ready to make any changes to your lifestyle, so you do nothing.

This is a scenario that many Canadians face at some point leading up to their retirement. We want to change that. This whitepaper explores the difference between suitable advice and a mindset of accountability, and why we believe investors should play an active role in their long-term investment strategy.

Edward Simpson

Investment Advisor — Mandeville Private Client Inc.
Financial Security Advisor — Zagari+Simpson
tel: 438-316-3424
email: esimpson@mandevillepc.com

 

Sign up to our newsletter to receive our next whitepaper.