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Investment Analysis

Updated: Apr 17


When an investment analysis is done on your account it should include the following:


- Asset Allocation - it is important to have the correct percentage of cash / fixed income / equity in your portfolio for your situation

- Diversification - your portfolio should be diversified across geography, different industries and not all concentrated in one or two investments

- Tax Efficiency - your portfolio should be set up for optimum tax efficiency

- Correct Account - are your investments best held in your RRSP, TFSA or non registered account?


Come to us at Merrick Financial Inc. and we can do a professional investment analysis for you.

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