MUTUAL FUNDS . INVESTMENTS   

Investment Articles

Understanding how money works is key to making your money work for you.

In a world where we are constantly bombarded with advertisements and pressure to keep up with the Jones’, it may become more difficult to focus on a long term investment strategy. We make excuses that it is too complicated and that it’s too risky to invest, but the truth is the biggest risk we face is poverty in old age.

Published on: November 29, 2017

Author: Vicky Sookdeosingh - Investment Advisor

Read More

Financial planning is an ongoing process that an individual will go through to help them make good life decisions about money. As an individual we all have financial goals that will require some planning if we need to meet these goals. Goals such as buying a house, buying a car or retirement to name a few. The first step is to quantify these goals so that we can save towards meeting them, but when we start to save for these goals is a key factor. Here are a few reasons why you should start your financial planning early.

Published on: October 25, 2017

Author: Rodney Boodram - Wealth Manager

Read More

Aging is a natural part of life - something we are unable to stop no matter how hard we may try. Growing old is one of the few definite things we can be sure to experience in a normal, healthy lifestyle. Although the process is inevitable, the idea of growing old may be a cause of concern for some people. 

Published on: September 26, 2017

Author: Loise Silva - Investment Advisor

Read More

There is a saying, “Life is a marathon, not a sprint”!  A good mantra that can be applied to your finances as well.  Adopting a marathon approach to your finances, allows you to take a more holistic view of your overall financial picture, which in turn will help you achieve your goals through the years to retirement.

Published on: August 28, 2017

Author: Nichole Murrell - Wealth Manager

Read More