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What's your investing personality?

Whether your goal is financial security in retirement or funding post-secondary education for your children, it's important to choose investments that match your investment philosophy and personality.

Risk tolerance

How much volatility are you comfortable with? Can you tolerate equity funds whose price may increase or decrease daily, monthly, or yearly? Can you accept the potential risk of short-term losses, knowing that you have a good chance of earning higher returns over a period of 10 years or more?

Or are you more comfortable with investments that generate a stable, but modest, return from year to year?

Whether your risk tolerance is low, moderate, or high, it's important to diversify by spreading your investments among the three main asset classes: equity funds, fixed-income funds, and funds that invest in cash and cash equivalents.

Hands-on or hands-off?

Some investors are very hands-on. They follow financial and market trends closely, and want to be very involved in investment decisions with their advisor.

An active investor is more likely to adjust his or her portfolio regularly, in an attempt to profit from changing market conditions. If you're a hands-on investor, you can benefit from professional input and expertise when adjusting your portfolio mix.

Take the time to understand your investment philosophy and personality. The BlueShore Financial web site provides a variety of online tools such as investment calculator, selectors and videos to help you learn more and work through potential scenarios. Teamed up with professional advice, you can then work more effectively to achieve your financial and investment goals.

Contact us today to review your portfolio and create the best investment strategy for you.

Need assistance?

Need expert advice?

Click "contact us" below to use our secure online contact form, visit a branch near you or call us at 604.982.8000 or toll free at 1.888.713.6728.

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Mutual funds are offered through Credential Asset Management Inc.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.

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