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Do I Need an Analysis of my Investments?


If you're getting a high rate of return that you are happy with then probably not. However, if you're like most people there is always room for improvement. We can go through and analyze your portfolio to make sure:

- you are using the right accounts

- you have the right kind of diversification

- your asset allocation is appropriate

- your portfolio fits your risk tolerance


We find that most customers tends to overweight their investments in our home market of Canada. This does make the process easier to understand but can lead to lower returns over time and less diversification.


At Merrick Financial Inc. we can provide a professional assessment of your investment portfolio with no bias as we are not trying to sell you anything other than our time!


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