Contact us
- 111 Queen Street E Toronto, ON M5C 1S2
- office@cjjinvest.com
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Mon to Sat - 9:00 to 6:00
(Sunday Closed)
To properly manage a portfolio, we believe you must have a goal. Has your financial investment manager honestly discussed what target rate of return they believe they can earn for you over a reasonable period of time? If not, how could you possibly know if you’re making real progress?
Sounds like common sense, right? You’d be surprised at the number of investment management advisors, consultants, or portfolio managers who won’t do that. Most shy away from that discussion.
At Consulting, we embrace it by avoiding vague terms like “low, medium, high risk” and instead provide clear explanations using real numbers. We want to share exactly what we believe we can earn for you over a reasonable period. Relating that to your financial goals is paramount. We want you to have confidence that by targeting a certain return, you can achieve your goals and dreams.
Benefits With Our Service:
We need to first develop a concrete investment management plan. Then we make specific recommendations on how to implement that investment management plan. It is at this second level that we get into the specifics of which stocks, bonds, real estate, etc. to use.
