Developing a Plan

In order to help you establish clear financial objectives and a plan to best achieve them, our Credential Securities Investment Advisors are trained to assess your particular needs, and develop and recommend an investment program tailored to your specific requirements.

Financial Analysis Expand/Collapse

In order to develop and recommend the investment program best suited to your situation, our Credential Securities Investment Advisors will conduct a thorough analysis of your:

  • Current financial position
  • Evaluate your savings and investment strategy
  • Identify your future needs

Monitoring of your Portfolio Expand/Collapse

The process does not end there. Your Credential Securities Investment Advisor will continue to monitor your portfolio and guide you along the way as you progress toward achieving your objectives.

Keeping you Informed Expand/Collapse

In conjunction with the ongoing personal services provided by your Credential Securities Investment Advisor, you will be kept informed of your investment activities through account statements that consolidate all your investments in a straightforward, useful and comprehensive manner.

Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

 

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