Let's be honest. Investing and managing your life's savings is not easy. One financial commentator urges you that this is the best opportunity in years to buy, another that doom lies ahead and you should liquidate everything. Each of your friends has an opinion to share as do those in the local coffee shop. It's easy to become disillusioned, confused and scared.
In a perfect world there would be one investment that satisfied everyone all the time. Well, the world isn't perfect and I've yet to find the Shangri-La of investments. However, what I do believe is that individuals should stop seeking the perfect investment at the precise time and instead focus on finding the right person to assist them in developing the right strategy. Someone who takes the time and care to develop a diversified group of holdings that takes into consideration all possible future events. A professional who monitors your holdings and communicates the results. A person that always looks out for your best interests. A person who is there in the good times and more importantly, the tougher times.
If you would rather spend your time enjoying the things in life you've worked for and prefer to deal with someone that listens to your goals then I welcome you to call me at 250 286 9968 or send me a note at mcallaghan [at] crwealthmanagement [dot] ca. My style is both transparent and informative without any pressure or gimmicks. As I believe that lasting relationships can only be built upon trust, my primary goal is to try and assess whether a future partnership would be a "good-fit" for both of us.