"Perhaps it is my experience of sailing on the open seas, my respect for volatility, and my 39 years in the financial / investment industry, that I am able to ride these waters of market volatility" ~ Earl Shaw
A favorite quote of mine about risk is: "A Ship in the harbour is safe, but this is not what ships are meant to do". I suppose the same can be said for stocks and various other financial assets like real estate and gold - nothing is immune to value fluctuations.
The Shaw Wealth Advisory Group understands the emotional side of market volatility, and the concerns this raises when considering your investment portfolios. In this environment, some clients look to equities for dividends and the opportunity to acquire stock in excellent corporations at deep discounts; and other clients prefer to hold positions within GIC's, Term Deposits, Government TBills and Bonds.
If we may assist you in adding to your positions, to select additional high-quality dividend equities, or to increase your current fixed income holdings, please feel free to call a member of my team to chat about your requirements.
We want to ensure you are comfortable with your investments, and to assist with any cash flow or liquidity needs you may have in the coming months. During times like this it is paramount to stay the course.
Specialties:
Comprehensive & Objective Advice
Wealth Management Solutions
Architect™ ~ Building Wealth by Design ~ in one Master account
Retirement Income Stream Review
Retirement & Estate Planning
Eldercare / Intergenerational Focus
Expertise through a deal-team approach
Please see our Retirement Your Way site for podcasts hosted by Pamela Wallin, these are information-oriented and tackle a number of important issues faced by Canadians approaching retirement. Please also see the first video podcast featuring Dr. Sherry Cooper, author of "The New Retirement", and how it will change the future for Baby Boomers and Gen-X'rs.
As a value-added service to our clients we will make ourselves available to act as a sounding board at no obligation. Please let us know if someone you care for could benefit from specialized advice from a member of our team.
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
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