inquiries. Its obviously also a way for me to develop and grow my business. Participating in the private placements can often yield great returns with little funds invested. The risk is there but if you are only putting a small portion of your capital into them, then the overall risk to your portfolio shouldn’t be significant.
Now … for those of you who are new to subscribing … Jason’s articles each month discuss an array of subjects that are not cannabis industry focused yet all of which apply because they raise awareness of different financial matters and challenges that every household at one time or another may need to contend with. How important is it for a truly successful investor to understand many facets of one’s financial health and planning?
Great question! Its extremely important. The investment is really a vehicle to produce a return. Obviously we're hoping for a great return. What is also of great importance is which account you place it in, ie. Tax-free Savings Account, Registered Retirement Savings Plan, Registered Disability Savings Account or Cash Account. Your financial plan is the most important. Integration of all those areas to produce the short, medium and longterm goals you have.
So here is your time to shine … you represent Argosynet Securities Inc … why choose Argosyent and from there why choose you?
A very common and very relevant question. Argosy is a fully independent investment dealer. This means there is no big parent company (RBC, CIBC etc.) overseeing it and pushing their own agenda. The advisor runs their business how they see fit. It is true independence. Now, why choose me? I always say Consistency, Commitment and Experience. My service standard doesn’t change; I’m accessible 24/7. Fully committed to my clients and their families. I believe strongly in education and continuing education. At this point, I have 6 designations. My commitment to increasing my knowledge and the knowledge of my clients require it. I’m working on a 7th designation right now.
Certified Finance Planner (CFP)
Personal Financial Planner (PFP)
Certified Investment Manager (CIM)
Fellow of the Canadian Securities Institute (FCSI)
Elder Planning Counselor (EPC)
Certified Professional Consultant on Aging (CPCA)
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