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YOUR FUTURE IS WORTH A SECOND OPINION

You get reviews on workout equipment, why not your investments?

 
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Your life and your financial picture are always changing. ​When was the last time you checked in on the alignment of your investments with your goals or your values? Have your priorities changed due to the pandemic or other major life events? And, most importantly, have you asked for a review to make sure your plan is still right for you?

Getting a second opinion is the best way to ensure your financial goals are on track with expert advice, the right investment solutions and plans that adapt.

 

 

It's time to feel more secure about your future.

With a financial advisor on your team, they will remove the guesswork, ask the right questions and outline a plan so you can feel confident that your investments are working hard while you’re busy living your most accomplished life.

Getting the right advice can make all the difference.

 

 

Good advice starts with a conversation about your unique situation.

It's about you. Your goals, timelines, risk tolerance and values are all deeply personal to you. Before we even ask to review your portfolio, we'll listen and learn.

 

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​A CLEAR PICTURE

Once we know more about you, we'll review your portfolio and investment plan options. We'll help you fully understand your current plan and future opportunities.

 
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EXPERT ALIGNMENT

Diversifying your portfolio can protect investments and improve returns. Our experts will review your investment mix to ensure your portfolio is aligned with your financial goals.

 
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​CURRENT AND FUTURE CONFIDENCE

We'll walk you through your results. If we think you're on the right path, we'll tell you. If we recommend adjustments, we'll make sure you understand why.

 
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Our advisors are ready when you are. Book a second opinion today.

We can help you make well-informed decisions and ensure your money works for you throughout life’s journey. Call us at 1-888-597-1083 or send us a note to book a no obligation appointment with one of our financial experts.

 
 
 



Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities. Credential Securities is a registered mark owned by Aviso Wealth Inc.

 

Living an enriched life with the right financial advice

Building your wealth is a journey and it starts by defining what wealth means to you. Download our white paper to discover how getting a second opinion on your investments will help you build beyond wealth for an enriched life.

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