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.