3 STRATEGIES FOR THE LONG TERM INVESTOR
WealthCo. Webinar Series OnDemand
Hosted Date : July 14, 12:00 p.m. – 12:30 p.m.
Ryan Sawka CIM
Investment Counsellor - WealthCo Asset Management
The events of the first half of 2020 will undoubtedly redefine the investment landscape in ways few investors will be able to predict, leaving the door wide open for investors to revisit strategy, planning, and execution.
Market update and conversation outlining current market developments focused on three key realities and corresponding strategies that allow investors to maintain composure through tough times, and set the foundation to thrive during inevitable recovery.
Is your investment strategy aligned with your goals and objectives?
It is natural for you to have questions and concerns regarding the health of your investment portfolio in times of extreme market volatility. Although it’s important for you to review your investment plan, it can be difficult to focus on long term goals and objectives, and not react to immediate concerns when there is elevated risk factors.
The WealthCo. investment review service is an independent non-bias evaluation of performance, fees, and the alignment of strategy within your portfolio in regards to your goals and objectives. This service is provided free of charge to WealthCo. clients.
Establish a clear understanding of your long term investment goals and objectives.
Review current and past performance of your investments.
Asses your portfolio diversification strategy.
Calculate your fees and expenses within your portfolio.
Provide relevant strategies and unbiased advice regarding your overall investment review, and ascertain if WealthCo. can provide increased value through integrated planning.
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.