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There are many things to consider as you bring order to your investments.  A qualified Investment and Wealth Advisor can help create and implement a plan that is specific to your needs. 

Bottom line, don’t be blindsided by unexpected taxes. But neither should an aversion to taxes blind you to the practical and emotional costs of clinging to a position longer than warranted.

It’s never too late to bring order to your investment universe. In this first installment in our four-part series, we’ll explore some sensible solutions to this perennial challenge.

Build your portfolio based on your personal goals, risk tolerance and time horizon rather than chasing or fleeing hot or cold investments or focusing on generalized rules of thumb.

Investing broadly across assets of various sector, size and geographies can help you build a resilient portfolio that can better weather the ups and down of the market over time.

If possible, max out your retirement plans to take full advantage of their powerful, tax-sheltered compound growth over time. Also, avoid leaving money on the table if your employer is offering to match your RRSP contributions.

The longer you stay invested, the more your investments will have a chance to increase exponentially, thanks to compounding returns.

Whatever your equity compensation package looks like, you don’t have to navigate its complexities alone. Reach out to us to learn more and discuss your options.

At Mejlholm Wealth Management, we believe one of our most important roles is to serve as our clients’ “objective observer,” holding up a mirror whenever a blind spot may be blocking their financial view.