Could your RRSP use a friendly kick in the pants?

1. Kick it out of the bank for personal service from an independent advisor.
2. Develop a plan - a retirement roadmap for your RRSP - and check your progress on a regular basis.
3. Quality over quantity. Invest in 4 or 5 hand-picked mutual funds instead of a canned portfolio.
4. Automate your monthly contributions and portfolio rebalancing so they never get missed.

What about your high net worth stock portfolio?

1. Kick it out of the brokerage, to an experienced advisor who concentrates on fewer relationships.
2. Get pension-grade portfolio management based on independent, third-party research.
3. Keep the CRA at bay with tax-advantaged capital class and t-class mutual funds.
4. Think outside the traditional investment box with annuities and tax-sheltered insurance plans too.

Email don@doneberley.ca if you feel that your RRSP or high net worth stock portfolio could use a friendly kick in the pants.   I will be happy to answer questions.   Should you wish to investigate further, we can meet privately and I will prepare a written proposal within five business days.   I welcome your business!

Don