I am now offering full-service investment advice and handling portfolios for a number of clients. In order to provide the biggest impact and frankly, to keep my practice relatively small, I'm focused on investors with substantial portfolios ($1 million plus).
I remain committed to helping all Canadians learn about lower cost DIY, AIY and robo investing through my book, emails, webinars, speaking engagements, etc. and I will continue to respond to the many questions I receive.
But, for a variety of reasons, some investors want both lower costs and ongoing personal advice. This combination can be hard to find. If this is your preference and your portfolio is a minimum of $50,000, I can suggest some lower cost investment firms for you to consider. If your portfolio is $1 million or higher (or approaching that size), we can discuss your situation as well as details of my service to see if there might be a good fit.
I have been personally advising clients for almost a year now based on the principles described in Beat the Bank. Ranging in age from mid-forties to mid-eighties, each of my clients had their own reasons to make the switch. But most were invested in mutual funds along with some individual stocks and weren't clear on their funds' cost, why they owned them or how they fit in their portfolio.
These clients now (i) benefit from greatly reduced fees, (ii) know what they own (typically individual stocks, low risk bonds and low-cost index ETFs) and (iii) understand how their assets fit within an overall asset allocation that matches their personal objectives, time frame and risk tolerance.
If my service might potentially be of interest to you, just reply to this email and we can discuss.
Once again, I remain committed to helping all investors find ways to benefit from lower cost investing and I welcome your questions and feedback.
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