An investment plan defines how you will invest your money, prioritize, fund, manage and evaluate your investments while you seek to meet your goals and objectives.
Investors may use an active and/or a passive management style for a portfolio depending on long-, medium-, or short-term goals, and their individual (or unique) determined investment style.
We can help you design the right plan.
140 Dunlop Street East
Barrie ON L4M 6H9
Phone: (705) 721-1940
Fax: (705) 725-8372
Toll Free: 1-888-299-7960