July 2019 eUpdate - As Investment Advisors, we regularly speak to our clients about their "risk tolerance". Most of our clients are prepared to take some risk for more reward. This is typically true throughout their lifetimes. Read more..
logo smithfalconerfinancialgroup

Smith Falconer Financial Group

July 2019 eUpdate

What's Your Risk Tolerance?

Calculating Investment Performance

As Investment Advisors, we regularly speak to our clients about their "risk tolerance." Most of our clients are prepared to take some risk for more reward. This is typically true throughout their lifetimes.

There are events or milestones that could alter one's view of risk in their investment portfolios. Some good reasons to reflect on one's risk tolerance are changes in income, marriage or a health concern. Bad reasons to adjust one's risk tolerance are market fluctuations and emotional responses.

We encourage you to consider this timely topic profiled in "Risk Tolerance Shouldn't Change With The Market" featured on page 4 in our Q3 2019 Perspective newsletter.



Very best regards,

CIBC Wood Gundy


signature



Smith Falconer Financial Group


CIBC Private Wealth Management consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. "CIBC Private Wealth Management" is a registered trademark of CIBC, used under license. "Wood Gundy" is a registered trademark of CIBC World Markets Inc.





333 Bay St.
28th Floor, West Tower,
Toronto, Ontario
M5H 2R2

Toll Free: 800 263.3803
Fax: 416 594.7951



RootsOfGrowth


416 594.7967
lois.smith@cibc.ca
linkedinlois  Connect on LinkedIn



416 956.6248
rodney.falconer@cibc.ca
linkedinrodney  Connect on LinkedIn