Investment Planning Ontario

Investment Planning Ontario

Investment Planning Ontario

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:

  1. You must have a retirement plan to make sure you don’t outlive your money but, be smart about it.
  2. The right investment planning is all about proper diversification for long term success.
  3. 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,

Paul Tobey

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.