A financial strategy is necessary if you are planning for retirement, thinking about business successions or feel like you need an objective and thorough overview of your current financial situation.
Spend an hour with our Financial Strategist and get a better understanding of what is works for you and what needs to be adjusted. Together we will review your financial situation, goals and objectives. You will receive a no obligation, free of charge written report with recommendations. This report provides a complete analysis of your objectives, your risk profile and your investments.
Our asset allocation models help simplify the process and help you overcome barriers to financial independence by applying the proven balanced portfolio theory. A well-diversified portfolio offers protection from the six primary risks facing investors :
- market fluctuation
- rate changes
- business growth
We won't put all your eggs in one basket! Once we understand the best baskets for you, we recommend specific investments. We take your goals, investments and financial independence seriously. To learn more about how the balanced portfolio, and our financial strategies and can help you, please contact us.
We offer a diverse selection of investment products:
- Mutual Funds and GICs
- RRSP's - Self-directed & Custodial
- RIF's - Self-directed & Custodial
THE ALLIED FINANCIAL SERVICES GUARANTEE
~ Our services focus on matching the right products to your specific needs. ~
We always keep your best interests first, and work toward strategies that fit with your risk tolerance and financial goals.
* Mutual funds are distributed through PEAK Investment Services. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. PEAK Investment Services' responsibility is limited to the products it distributes.