Hanging out with Andrew Sharp at TD Waterhouse Private Investment advice, talking about investment planning.
Here are 3 key things that he wants you to know:
- You must have a retirement plan to make sure you don’t outlive your money but, be smart about it.
- The right investment planning is all about proper diversification for long term success.
- The biggest mistake to avoid is; mitigate risk by choosing an investment planning strategy that takes into account your individual risk parameters by sticking with the fundamentals.
Andrew is a veteran in the investment planning industry and from a long line of successful advisors.
So, where are we? At the National Women’s Show having a blast talking to women about their futures and the future of their families. It’s all good!
A free investment planning consultation can be had in Toronto by calling Andrew at 416-307-8779.
Have a great weekend,
P.S. As someone who you know is heavily involved in invesment planning I assure you this guy will listen to what you need. Cheers.