Are your client's investments protected from an equity market correction?



Equity Markets are at an all-time high. What does that mean for your clients?

Valuations in the equity markets are high, however, it's not because earnings are high. For most investors this means that their portfolios are performing very well at the moment. But this gives us pause for concern.

The traditional investor holds roughly 60% to 80% of their portfolio in stocks, leaving them vulnerable to big changes in the equity markets.

Our CIO, Peter Lieu, shares his concern and a brief perspective on the state of the equity markets in this short video.



Now is the time to protect your clients by booking a portfolio review.

What can you do to protect your clients?

With the markets over valued as they are right now, it is the perfect time to schedule a meeting to review your client's portfolio.

As your client's most trusted and valued advisor, you can help ensure that they are protected from an equity market correction.

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WealthCo is a corporate group that includes, WealthCo Planning Services Inc. and WealthCo Risk Management Inc. and WealthCo Asset Management Inc.  Investment Management services are provided under WealthCo Asset Management.  That firm is registered as an Exempt Market Dealer in the provinces of Alberta, British Columbia, Manitoba, Saskatchewan and Ontario.  It holds a Portfolio Manager license in the provinces of Alberta, British Columbia, Manitoba and Saskatchewan and an Investment Fund License in the province of Alberta.  The information in this website is directed to individuals registered in those provinces.  The information provided here is for general information purposes and should not be construed as providing advice.  WealthCo has not independently verified any information set out herein.  Any opinions set out herein are subject to change and WealthCo does not undertake to notify the reader of such changes.