SamuelConsultant.com

I started my financial advisory practice since 2005, assisting Canadians in growing their long-term wealth while protecting their assets.

[SamuelConsultant.com @ConsultSamuel]

The Certified Executor Advisor (CEA) professional designation enriches my knowledge to assist clients with comprehensive estate planning, ensuring that their assets can be passed on to their loved ones smoothly.

https://t.co/NWCpWuY6eS

#CEA

[SamuelConsultant.com @ConsultSamuel]

Many families are still unfamiliar with the Registered Disability Savings Plan (#RDSP) due to its complex rules.

To bridge this knowledge gap, here’s a comprehensive guide addressing common questions about RDSP.

https://t.co/uiPBrP82U0

[SamuelConsultant.com @ConsultSamuel]

A proper investment planning process should involve:

1) Understanding Your Goals

2) Designing a Tailored Portfolio

3) Reviewing Investment Proposals

4) Ongoing Support and Updates

Here's how our process can enhance your overall investment planning.
https://t.co/K6lSb4CKPE

[SamuelConsultant.com @ConsultSamuel]

Is your investment portfolio well-positioned to weather these 5 things for 2019? https://t.co/jlbJDW6DE8

[SamuelConsultant.com @ConsultSamuel]

...Financial issues can cause stress in the population, have a potential impact on health, work and personal relationships..." https://t.co/lrUCCTqbYc

[SamuelConsultant.com @ConsultSamuel]

"...The key risks are low pension coverage among private sector workers, rising debt and healthcare costs, which will prove challenging as the population ages..." https://t.co/cw3F1noRPR

[SamuelConsultant.com @ConsultSamuel]

Financial education should start at a young age. https://t.co/2OK3DXIMAz

[SamuelConsultant.com @ConsultSamuel]

Time to bust these retirement savings myths:

Myth 1: Your need for money decreases as you move through retirement
Myth 2: A 20-year retirement is plenty
Myth 3: You can predict when you'll retire
Myth 4: The '100 minus Age' asset…https://t.co/mFELOyVREO https://t.co/apRiTstWRU

[SamuelConsultant.com @ConsultSamuel]

An interesting explanation of the timing when companies buyback their shares. https://t.co/9gLRLi3NAo

[SamuelConsultant.com @ConsultSamuel]

I like fixed income portfolio that has an unconstrained mandate. This gives a lot more flexibility to the fund manager in positioning the portfolio in an interest rate raising environment. https://t.co/Y3rgpkn5KT

[SamuelConsultant.com @ConsultSamuel]

"Today’s global investment environment is a game of musical chairs. Investors are up and marching along because the music is playing, hoping they’ll be able to grab a chair when the music stops (few will do so)." https://t.co/gva3UeYTlY

[SamuelConsultant.com @ConsultSamuel]

More investors are turning to alternatives in provide necessary diversification benefits to their portfolios. https://t.co/WeKpxOUUHS

[SamuelConsultant.com @ConsultSamuel]

"A majority of older adults who went with the downsizing option (88%) said they were pleased with their choice, but they admitted it involved some regret and unforeseen sacrifices" https://t.co/8FdVkLeDKl

[SamuelConsultant.com @ConsultSamuel]

As your portfolio continues to grow, adding alternative investments such as real estate or mortgage investments could enhance the diversification.

We could help our clients in getting access to alternative investments. Feel free…https://t.co/nqMQFGDBg2 https://t.co/hZ2hfSpuSz

[SamuelConsultant.com @ConsultSamuel]

Rather than sitting on the side line and wait for the right timing, it is important to stay invested. But the key is to find out the right asset allocation which matches your goals and risk tolerance.

#investing #assetallocation https://t.co/G0djVWgDft

[SamuelConsultant.com @ConsultSamuel]

"The report demonstrates that the money Canadians are spending on monthly rent, if used instead to finance a home, would be a very beneficial investment over time" https://t.co/O5btDke8wU

[SamuelConsultant.com @ConsultSamuel]

"I am a strong believer that asset allocation itself is going to be a key driver of your performance and risk parameters." https://t.co/HWnoHcS012

[SamuelConsultant.com @ConsultSamuel]

I was just talking to a Tax and Estate specialist regarding the development of the #RDSP and #DTC. Although there hasn't been too much changes for the #RDSP, but there are some proposals which hopefully could bring more positive im…https://t.co/vPiqYIIW0a https://t.co/l0ul7CJ3Fs

[SamuelConsultant.com @ConsultSamuel]

"Those who demand instant gratification may be less likely to acquire future wealth according to a ground-breaking new study." https://t.co/RCWTzszVZu

[SamuelConsultant.com @ConsultSamuel]

It would take a house of knowledge to build a well constructed investment portfolio. https://t.co/hzKPm4Cs9g