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Investment management with Matthew Lawrence, QAFP®, Financial Advisor, connects your accounts, investments and goals in one clear strategy, so you can understand what you own and what each part is meant to do.
INVESTMENT MANAGEMENT FOR NIAGARA AND ONTARIO. PROUDLY CANADIAN.
INVESTMENT MANAGEMENT FOR NIAGARA AND ONTARIO. PROUDLY CANADIAN.
Good investments do not automatically create a good portfolio.
Good investments do not automatically create a good portfolio.
Investments are often selected at different times, for different accounts and under different circumstances.
Individually, each choice may appear reasonable. Together, they can create overlap, gaps, unexpected risk or no clear approach to future income.
As your life and the markets change, a portfolio needs more than a collection of products. It needs direction.
Every investment should have a job.
Every investment should have a job.
A coordinated investment strategy starts with what your money needs to accomplish.
That may include long-term growth, retirement income, financial flexibility, capital preservation or leaving something behind.
Matthew considers your accounts and investments together, then recommends a strategy aligned with your goals, time horizon, income needs and comfort with risk.
The goal is not more activity. It is better alignment and investment decisions you can understand.
Advice is more useful when it comes with context.
Advice is more useful when it comes with context.
You work directly with Matthew, with each recommendation explained in plain language - including its purpose, trade-offs and costs.
His QAFP® background provides a broader perspective on how investment decisions may connect with retirement, income needs, insurance and tax considerations.
You remain involved in the decisions and choose how to proceed.
What can investment management include?
What can investment management include?
Understand how your existing accounts and investments work together and whether they still reflect your goals.
Prepare your portfolio for the transition from building wealth to drawing dependable income.
Choose and coordinate the accounts that support your goals, including RRSPs, TFSAs, FHSAs, RESPs, RRIFs and non-registered accounts.
Develop an investment approach for corporate funds while considering liquidity needs, time horizon and the demands of your business.
Frequently Asked Questions
Frequently Asked Questions
What is investment management?
What is investment management?
Investment management is the ongoing process of organizing, selecting, monitoring and adjusting investments around a defined set of goals.
Can my existing investments be reviewed before I make changes?
Can my existing investments be reviewed before I make changes?
Yes. Understanding your current portfolio is usually the first step. A recommendation does not require you to make an immediate change.
Can accounts held at different institutions be considered together?
Can accounts held at different institutions be considered together?
Yes. Considering accounts together can reveal duplication, gaps and risks that may not be apparent when each account is viewed separately.
How is an investment strategy kept current?
How is an investment strategy kept current?
Your strategy can be reviewed as markets, goals, income needs and personal circumstances change. Not every change requires action, but it may deserve consideration.
Does investment management include financial planning?
Does investment management include financial planning?
The service focuses on your investments and accounts while considering the broader circumstances that affect them. If more comprehensive financial planning is needed, Matthew can discuss that with you separately.
Start with what you have and what you want it to do.
Start with what you have and what you want it to do.
You do not need to know which account, investment or strategy you need before starting.
Complete the short form and tell Matthew what you would like your investments to accomplish. He will follow up personally to discuss your current situation and the next step.
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