Excalibur Executive Planning Inc

SMART TALK... about investments

Whether your retirement is years away or just around the corner, it’s important to ensure your investments reflect your goals and risk tolerance. Exposure to the equity markets can add value to your portfolio during an upswing but can leave you vulnerable to loss if safety and security are important to you. Consider segregated funds – many Canadians have never heard of them yet they have been around for over 50 years.

Watch this video to learn about the benefits and growth potential of segregated funds so that you can explore all your options and achieve the right balance for your retirement.