"Nothing ever becomes real until it is experienced" ~ John Keats
Another favorite quote of mine 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 fluctuations in value.
The Shaw Wealth Advisory Group understands the emotional side of market volatility, and the concerns this raises when considering your investment strategy.
We are experiencing times when leadership is most needed, and in that spirit, we want to ensure you are comfortable with your overall wealth management strategy.
Our expertise:
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.
Comments from a few of our clients:
I want to acknowledge Earl and his team for providing information about the markets and investing in general in such turbulent times. It provides a degree of comfort knowing my investment advisor is there to maintain some level of calm during the chaos. Thank you
- Becky R
I just wanted to say thanks for the 'pep talk' letter you sent out on October 8th, 2008. While we have discussed much of this in the past and are in agreement, it is nice to have the message reinforced in such reassuring tones as your letter contained. It was appreciated.
- Doug P
'I am so so glad that I took the time several years ago to search out a financial advisor whom I had confidence in and foremost could trust. I probably spent longer than most in making the choice of financial advisor, but when I now look back at this important decision, I can honestly say that I couldn't have made a better choice.'
- Bill W
'Earl, you sure have made my life easier, and of course my financial worth greater.' 'My sincere appreciation goes out to you for being so dedicated to your profession and helpful over years. '
'Earl, thank you so much for showing us what could be accomplished by reviewing our portfolios regularly for best positions and utilizing your expertise and management skills to weed out non-performers and get us into something that will allow us to retire early!'
- Susan P
'Kudos to your website'. The first visit left me impressed, not only the home page but the articles came away friendlier (user wise) than most other of BMO's sites (I found it easier to navigate and not as complicated). Keep up the good work!
- Stan S
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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