Investment Planning

The needs of most investors, simply put, should be to protect and grow your capital, increase the income from that capital, and minimize your taxes.  An advisor’s focus is to ensure you achieve what you deem to be important to your long-term well-being.

Pension funds and ultra-wealthy individuals all manage their money in a specific way. It may be beneficial for you to emulate their success by making certain that the recipe they use overarches the recipes you use…

Remember, it all begins with the Five Principles of Wealth Creation.

Your portfolio should be invariably tied to your goals and objectives, your risk-tolerance and your time-horizon.  A principled and results-based strategy for today’s markets will ensure your investment plan realistically functions the way it was designed to.

 

Public Equity

It’s no secret.  Owning high-quality, dividend-paying businesses domiciled in long-term growth industries for the long term is the centre-piece to long-term growth in any portfolio.

 

Private Equity

If you look at the portfolios of any of the largest pension funds you will see that their portfolios, as well as those of the ultra-wealthy, have a composite of public and private businesses.

 

Fixed Income

Chasing yield can get an investor into trouble.  The fixed-income portion of your portfolio should be designed to provide you with income if needed, or to weather a downturn should you need to reallocate.  This portion of your portfolio should be proven, predictable and boring.

 

Alternative Investments

For some, it may make sense to participate in opportunities that zig when all others seem to zag.  These can be speculative in nature and should be used cautiously or as a hedge to an otherwise higher-risk strategy.

 

Contact Michael today to get started on investment planning

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