How to create the right investment plan for you
Every good investment portfolio has a plan.
Responsible investors know not to leave anything to chance – or, try to minimize chance. A good investment plan is a reflection of the person doing the investing – it reflects their beliefs, their goals, and keeps one disciplined. When you decide to start investing, making a plan will ensure you have a roadmap that helps reach your specific goals on your terms. We believe no investor should be without one. To get the most out of the investment tools Scotia iTRADE® offers, ask yourself the following questions:
Make it happen
To help you make more informed investment decisions, Scotia iTRADE has provided the Asset Allocation Optimizer tool – a short questionnaire that suggests an optimum allocation for your current portfolio based on your goals, time frame, and risk tolerance. Scotia iTRADE has plenty of tools to help you research the market to make an investment plan that’s right for you – sign in to your Scotia iTRADE account to get started.
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This publication has been prepared by Scotia Capital Inc. (“Scotia iTRADE”) and is intended as a general source of information and for educational purposes only and should not be considered as personal and/or specific financial, tax, pension, legal or investment advice. This publication does not take into account the specific personal, financial, legal or tax situation or particular needs of any specific person. No information contained in this publication constitutes a recommendation by Scotia iTRADE to buy, hold or sell any security, financial product or instrument discussed therein. The information contained in this publication neither is nor should be construed as an offer or a solicitation of an offer by Scotia iTRADE to buy or sell securities or to follow any particular investment strategy. Scotia iTRADE does not make any determination of your general investment needs and objectives, or provide advice or recommendations regarding the purchase or sale of any security, financial, legal, tax or accounting advice, or advice regarding the suitability or profitability of any particular investment or investment strategy. You will not solicit any such advice from Scotia iTRADE and in making investment decisions you will consult with and rely upon your own advisors regarding the appropriateness of implementing strategies before taking any action based upon the information contained in this publication. Opinions and projections contained in this publication are our own as of the date hereof and are subject to change without notice. While care and attention has been taken to ensure the accuracy and reliability of the material in this publication, neither Scotia iTRADE nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of such material and disclaim any liability resulting from any direct or consequential loss arising from any use of this publication or the information contained herein. This publication and all the information, opinions and conclusions contained herein are protected by copyright. This publication may not be reproduced in whole or in part without the prior express consent of Scotia iTRADE.