What investment advice can you give me?

Ask An Insider
  1. Invest Early. The longer you are invested, the more time there is for your investment returns to compound.
  2. Invest Regularly. This allows you the opportunity to ease into any type of market (rising, falling, flat) and reduce long-term portfolio volatility.
    Invest Enough. It is vital to know how much you need to begin saving today in order to have a large enough investment portfolio to support your future goals.
  3. Diversify Your Portfolio. Financial markets do not move in concert with one another, which makes it important to ensure you are diversified through different asset classes, geographical markets, and industries.
  4. Have a Plan. Don’t let your emotions influence your investment decisions. By having a well-structured plan in place, you can confidently remain committed to it.

I would be happy to review your existing investment portfolio to see where I can offer advice and strategies that would be suitable for you.

Denise M. Levine, CFP, FCSI, RRC

Financial Planner, Investment
& Retirement Planning
3740 Moncton Street, Richmond BC V7E 3A4