Investment Strategies Lawyers Barrie Bracebridge Gravenhurst Muskoka

Investment Strategies

The discussion that will follow, outlines the key issues a mature person has to consider in respect of his or hers financial matters. The primary focus is on specific steps one should follow in making investment decisions. Having reviewed this material, some of the primary macro-economic and micro economic factors that affect how one devises an investment strategy will be discussed. In particular, the following topics will be addressed:

- How to develop a Financial Plan;

- Investment Strategy;

- Macro View of the Canadian Economy;

- Investment Strategy for Bonds;

- Investment Strategy for Equities;

- The Importance of Asset Allocation;

- Types of Investment Products;

- Quantifying Risk;

- The Development of Managed Money: Mutual Funds;

- RRSP Strategies;

- Tax Considerations;

Choosing an Investment Advisor;

Choosing an Investment Firm.