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What Investments are Right for Me?

When considering which investments are right for you, there are many questions that will need to be answered:

  • What are my investment goals?
  • Do my current investments match these goals?
  • How much risk am I comfortable taking?
  • When will I require my investments?
  • How liquid or illiquid are my investments?
  • How will my investments be taxed? As a dividend, interest or capital gain?
  • What are the costs to purchase, maintain and sell this investment?
  • What are my costs to invest?
  • Do I have a pension? How much income will it produce?
  • When will I retire? Do I need an RRSP or TFSA?

At Cambrian we welcome and encourage your questions. Everyone wants to invest wisely and it all starts by being well informed. Count on our team of investment specialists who are here to help navigate through your unique questions and circumstances. Email us or ask at your branch today.

Investing is key to building wealth, but in and of itself, is not enough. You have to invest wisely.
© 2010 Cambrian Credit Union. All rights reserved.