DEFINE YOUR INVESTMENT STRATEGY
Buying a home, saving for your children's education and planning for your retirement are all good reasons to invest. But whatever your goal...you'll need a strategy.
SET YOUR PRIORITIES
Make a list of your needs, your objectives and priorities: this is the first step in building a successful investment strategy.
DO YOUR INVESTOR PROFILE
Before undertaking any major project, identify your investor profile by answering the questions in the Personalized Investment Plan (PIP). Your investor profile may vary from one project to the next depending on the timeframe and where the project fits into your financial priorities.
GET INVESTMENT ADVICE AND TIPS FROM A SPECIALIST
Our financial advisers can help identify financial priorities, help you choose investments and help you achieve your goals.