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Rick's Tips

Contact Rick Schilling for your e-mail update on current GIC rates and the top performing segregated funds.

The Value of a Financial Advisor
What has your professional investment advisor done for you lately ?

  • Help you define your investment goals, both short and long term
  • Devise an investment strategy to help you achieve those goals
  • Buy, sell and switch investments on your behalf
  • Take care of paperwork including tax reporting of investment income earned
  • Monitor your investments
  • Monitor and interpret economic conditions
  • Advise you of anything that may warrant your attention
  • Recommend adjustments to your portfolio to reflect your changing circumstances
  • Provide you with the information you need to make informed investment decisions
  • Provide opportunities to educate yourself about investing

In fact, the most compelling reason for hiring a professional investment advisor isn’t even listed above - professionally advised portfolios have better returns.