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A portfolio review with Matthew Lawrence, QAFP®, Financial Advisor, helps you understand how your accounts and investments fit together and whether they still support your goals.
PORTFOLIO REVIEW FOR NIAGARA AND ONTARIO. PROUDLY CANADIAN.
PORTFOLIO REVIEW FOR NIAGARA AND ONTARIO. PROUDLY CANADIAN.
Portfolios change even when you do nothing.
Portfolios change even when you do nothing.
Markets move. Funds overlap. Accounts accumulate. Your goals, income needs and comfort with risk evolve.
Over time, a portfolio that once made sense can become more complicated, concentrated or costly than intended. Looking at each account separately may not reveal what is happening across the whole portfolio.
See the whole portfolio and not just the pieces.
See the whole portfolio and not just the pieces.
A portfolio review begins with your goals, time horizon, existing accounts and comfort with risk.
Matthew then considers your investments together, helping you identify what is working, what deserves attention and which questions should be answered before making another decision.
The first objective is understanding and not change for its own sake.
Clear analysis from a Financial Advisor.
Clear analysis from a Financial Advisor.
You work directly with Matthew throughout the review, with each observation explained in plain language.
His QAFP® background provides a broader perspective on how your investments connect with retirement, income needs, insurance and tax considerations.
What does a portfolio review examine?
What does a portfolio review examine?
Goals and Time Horizon
Goals and Time Horizon
What your investments need to accomplish and when.
Account Structure
Account Structure
How registered, non-registered and corporate accounts are organized.
Asset Mix and Diversification
Asset Mix and Diversification
How investments are distributed across different asset types and areas.
Overlap and Concentration
Overlap and Concentration
Whether several holdings create more duplication or risk than expected.
Risk and Income Needs
Risk and Income Needs
Whether the portfolio still reflects your circumstances and comfort level.
Fees and Product Structure
Fees and Product Structure
What you own, how it works and what it costs.
The result is a clearer understanding of your portfolio’s strengths, possible gaps and available choices. Any recommendations are explained and discussed with you. You decide what happens next.
Frequently Asked Questions
Frequently Asked Questions
What should I provide for a portfolio review?
What should I provide for a portfolio review?
Recent statements are usually the best starting point. Additional information can be requested later if it is needed to understand a particular account or investment.
Can accounts held at different institutions be reviewed together?
Can accounts held at different institutions be reviewed together?
Yes. Looking across institutions can help identify duplication, concentration and differences in account structure that may not be apparent when each statement is viewed separately.
Do I have to transfer my investments?
Do I have to transfer my investments?
No. A review starts with understanding your current portfolio. You can consider any recommendations before deciding whether a change makes sense.
Start with the portfolio you already have.
Start with the portfolio you already have.
You do not need every answer - or every statement perfectly organized - before reaching out.
Complete the short form and tell Matthew what you would like to understand about your investments. He will follow up personally to discuss the next step.
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