Have you adjusted your portfolio's asset mix lately?

Jun 11, 2018 | Stephanie Woo


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I'm proud that my investment approach offers my clients the knowledge that an independent, objective and unbiased research and analysis is done on their behalf.  The investment options and research we use includes those from the best in class of the global offerings at Capital Group.

Many Canadian investors have not adjusted their portfolios to include non-Canadian equities.  The below example is how our CPP has changed over time.

Should you be reviewing the same for yourself and those you care about?  

Contact me for a complimentary review.  I am here to help.