Financial Advisor


Stocks are an important part of many investment portfolios.

There many ways that investors can invest in the stock market – individual shares, mutual funds, closed end funds, exchange traded funds (ETF’s), index funds and unit investment trusts (UIT). Each have strengths and weaknesses which need to be considered.

Over longer periods of time, the stock market has historically provided higher returns than many other assets classes. However, with these higher returns, equites also have greater volatility and risk. Balancing the goals of capital appreciation with the client’s risk tolerance is an important function part of the investing process.

Investing in the stock market can be as simple as buying shares of a company or as complicated as building a diversified portfolio. We can help you with the intricacies and complexities of the equity markets.