When you go to the bank… you only get that bank’s selection of funds. They are not always the right choice for you and they are sometimes serious under-performers. That’s why you need a truly independent investment advisor. Not only does Stan represent the mutual funds of all of the major banks in Canada, he also represents all of the major independent fund companies including Mackenzie, Dynamic and Fidelity, to name a few.
He then uses sophisticated asset allocation and fund selection software to create your personal investment portfolio.
As an impartial advisor working for you, Stan endeavours to try and pick the best quality and best-performing funds in their respective categories…. not the ones he is forced to provide.
Please contact Stan today for your no-obligation consultation. Stan Peirson 905-878-8059