Are you taking on too much risk?

Fill out our quick portfolio risk assessment to see if your portfolio aligns with your risk tolerance

Why Understanding Risk is the Basis for Successful Investing

Successful investing starts with recognizing that risk and return are directly linked. A gap between risk profile and actual risk exposure in a portfolio often leads to frustration, disappointment, and anxiety. While we can’t eliminate investment risk, we can identify a level of risk that you’re comfortable with and construct a portfolio based on that risk profile. A risk profile is an evaluation of an individual’s ability and willingness to take risks. You may be surprised as to your true risk profile and how it compares to the level of risk you’re currently taking.

Here’s what you’ll get:

A market correction stress test on existing holdings
Breakdown of current investment/management fees
A tax efficiency analysis
Future tax liability discovery
Review of your existing written financial plan
Last and not least, we’ll tailor a customized proposal based on your financial goals

Know Your Advisor: Advisor Report

The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document.  Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions.  Before acting on any of the above, please contact your financial advisor.

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