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Investment Planning Centre

Building a better investment portfolio

Research has shown that successful investing involves not only choosing the right investments, but the right combination of investments. In fact, your investment mix, particularly the mix between income and growth investments, is the single most powerful factor driving your overall return.

Use key tools in asset allocation planning

One of the key tools in asset allocation planning is the efficient frontier graph. It illustrates the trade-off between risk and return when two investments are mixed in varying amounts.

Analyzing Canadian bonds and equities over the past forty years has revealed two important lessons. The first is critical for conservative investors: combining bond and equity investments is actually less risky than investing solely in bonds. This occurs because the benefit of diversification achieved by combining different types of investments more than offsets the added risk of equities in the portfolio. The second lesson is for more aggressive investor who seek to maximize returns by investing solely in equities. By adding 20% bonds to an equity portfolio you will significantly reduce portfolio risk with only a slight loss of return potential.

Doing this type of analysis requires extensive testing and sophisticated computer technology. This scientific approach is available to you when working with a financial advisor.

Diversify your portfolio for stability

When you invest in just one type of investment, or in investments that are very similar to each other, your investment returns will tend to fluctuate more widely. The key to stabilizing returns is to combine a variety of investments with different characteristics.



Get Started 
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Investment Policy Statement 
There's an easy way to ensure you're always making the best investment decisions with the information you have available? Read more ...
Download the guide on why you need an Investment Policy Statement (IPS) and the benefits of working with your financial advisor to create one.
Signature Service Account
Designed with the investor in mind; it’s not your typical investment account. 
Find out more about the signature service account and your investment planning.
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Whats New

A Guide to Tax Efficient Investing

Gain a better understanding of how you can reduce or defer the tax you pay on your investment portfolio, thereby allowing you to grow your investments faster and reach your retirement goals sooner.

Download Guide

Market Commentary | Q4 2020

Everyone has a right to an opinion about the markets, but not all opinions carry equal weight.  Read the report to learn more including some key take aways.

Download Report

Enhanced Account Statements are now available

We have enhanced account statements in keeping with new regulatory changes.  Your account statement will now include new, easy-to-understand reporting on the performance of your investments and the fees you pay for services.

Account Statement Guide

Get the Fund Facts

The Fund Facts document provides valuable information about a mutual fund, including the performance history, investments and the costs associated with investing in a mutual fund. Looking to invest in a fund? Get the facts.

Fund Facts Guide



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Getting Advice

Reviewing your Investment Plans? We encourage you to talk to us.  Send us an email if you would like to discuss your investment plan or to receive information.

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