Structuring All Your Assets to Mitigate Ongoing Risk Structuring your portfolio and business in order to survive economic downturns and benefit during recoveries or booms is a chore when you don't have the resources or expertise.
Risks include (but are not limited to):
- Downside risk, which can occur when you fail to have a balanced asset mix of cash, income-generating instruments, and equities.
- Inherent risk in holding the various fixed-income instruments and equities.
Its important to know your own tolerance for risk, meaning how much swinging above and below your acquisition price you can comfortably endure. Designing a custom portfolio that addresses all of these areas is crucial. That is what we offer you at Sentinel Wealth Management of RBC Dominion Securities.
Our team has access to dedicated, in-house teams of analysts and researchers in every sector of the Canadian and U.S. market. We also incorporate into our disciplined framework independent research from Veritas Research, S&P Research, Valueline Research, and JP Morgan Research.
Contact us to discuss how our investment solutions can manage risk in your portfolio.
