Investment Funds

There's no time like the present to start investing. Whether you're young or nearing retirement, BrokerTeam offers a number of sound investment products to help you increase your savings, reduce your debt, fund your education bills and prepare your pension. 

Are you planning to invest in a new home or a new car? Are you a small business owner without a pension plan? Every dollar you earn counts. When you want to make more money, you have to know where you can get the most for your buck.

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Risk and return. Higher risk investments, like stock portfolios, are appealing, but we've seen the market take a few tumbles over the past few years. Once you decide how much risk you are willing to take, a financial advisor can guide you to the most appropriate investment options for you. Know that there are a lot of great low-risk options available to you. And for those willing to take risks, we'll recommend a balanced and effective portfolio.

The first step to investing is to define your financial goals in the next few years, then decide on a monthly basis how much you are willing to invest. Reach out to one of our financial advisors to set up a free consultation where our specialist can review your financial state and create a personalized financial plan.  

How to make the most out of your investments

• Start small, with guaranteed investments, like mutual funds and insurance GICs. It's already more than what most Canadians are doing.
• If you are not a seasoned investor, seek out guidance from a professional and balance your portfolio with more lower risk investments 
• If you're planning to invest seriously, don't be afraid to cut back on your biggest expenses for a few years. 

There is so much to say on this topic. Why don't you contact us to set up your FREE consultation?