This web site is dedicated to investment fund investor education and protection. The multi-billion fund industry plays a key role in the savings and retirement plans of millions of Canadians. Many industry practices provide beartraps for the unsuspecting investor and securities regulations have not kept up with the pace of change in the industry.
Thursday, October 9, 2014
The importance of Risk Profiling
The #1 cause of client complaints is unsuitable investments. The # cause of unsuitable investments is a poor risk assessment of the client risk profile.The article discusses the elements of risk and how to take risk into account when designing an investment portfolio.Read the article
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