Revamp Your Portfolio with a Second Opinion

Dana Rissling, Wealth Advisor, Credential Securities
Dana Rissling
Dana Rissling

Wealth Advisor

Credential Securities

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Does your portfolio never seem to gain ground? Do you want to make sure you’re still on track? Have you inherited a portfolio or taken over finances and are unsure of where to begin?

With the multitude of investment choices and strategies it is normal to wonder if the investments you hold are right for you. Getting a second opinion on an existing portfolio can make all the difference.

Establishing an investment plan involves setting objectives, creating a time frame in which you can achieve them, and deciding on the risk you’re comfortable with in meeting your goals. As time passes, your needs and objectives will change. If you built your portfolio when you were first married and are now celebrating your 25th wedding anniversary, your goals and methods of achieving those goals are probably out of date.

Major changes in your life such as a career change, marriage, new baby, or home purchase may call for changes to your investment plan.  

Seek a Second Opinion

A second opinion will allow you to revisit your objectives ensuring they coincide with your portfolio, ensuring you are adequately diversified.

As the financial market is constantly changing, you may need to diversify in order to reduce risk, especially if you are nearing retirement. A Wealth Professional can answer any questions you have and explain all of the investments in your portfolio. It is important for you to understand what you are invested in and more importantly, feel comfortable with each product.

Financial Wellness

By reviewing your current investments with a Wealth Professional, you can ensure your portfolio matches the lifestyle you have now and the one you hope to lead in the future. You can feel good about your risk-level, your knowledge level, and your income outlook.

A second opinion is a valuable step to guarantee your investments are right for you; that your retirement dreams become a reality.

Mutual funds are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

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