What we of­fer: A Cup of Cof­fee and a Sec­ond Opin­ion

ZOOMER Magazine - - SHOWCASE -

When your se­cu­rity and liveli­hood de­pend on a sound inves in­vest­ment plan, even the h most pa­tient i i in­vestors may come to ques­tion the wis­dom of the in­vest­ment plan that they’ve been fol­low­ing.

At Riverdale Wealth Man­age­ment, we’ve seen a lot of in­vest­ment trends and dif­fi­cult mar­kets come and go. And we can cer­tainly em­pathize with peo­ple who find the cur­rent en­vi­ron­ment con­fus­ing. We’d like to help, if we can, and to that end, here’s what we of­fer:

A cup of cof­fee and a sec­ond opin­ion.

By ap­point­ment, you’re wel­come to come in and sit with us for a while. We’ll ask you to out­line your fi­nan­cial goals – what your in­vest­ment port­fo­lio is in­tended to do for you. Then we’ll re­view the port­fo­lio for, and with, you. If we think your in­vest­ments con­tinue to be well-suited to your long-term goals – in spite of the cur­rent mar­ket en­vi­ron­ment – we’ll gladly tell you so, and send you on your way. If, on the other hand, we think some of your in­vest­ments no longer fit with your goals, we’ll ex­plain why, in plain English. And, if you like, we’ll rec­om­mend some al­ter­na­tives.

Ei­ther way, the cof­fee is on us.

Please call our of­fice at 416-461-8181 to ar­range a con­ve­nient time for an ap­point­ment.

We look for­ward to meet­ing with you.

Riverdale Wealth Man­age­ment IPC Se­cu­ri­ties Cor­po­ra­tion

Newspapers in English

Newspapers from Canada

© PressReader. All rights reserved.