Is your Investment Portfolio under-performing
the markets?
- are you over-diversified;
can't react in time?
Max-out your RRSP contributions?
- are you missing opportunities
to retire earlier?
Work pension and RRSPs; what is your income
from both?
- have you forecasted
both?
- is the combined income
enough?
Opportunities to properly correlate a diversified
investment portfolio?
- are your investments
properly diversified?
- are they all very
similar and not properly diversified?
Does your investment portfolio match your risk
tolerance?
- are you invested
too aggressively?
- are you invested
too conservatively?
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