01/03/2024
INVITATION to Managed Investment Accounts and Private Wealth Management - a great New Year gift!
We were giving GICs for 6.45% in Dec. 2023 when most banks were giving only 5%!
We help you invest in stock portfolios in the RRSP, TFSA, RESP, business and all investment accounts, instead of paying high fees in Mutual Funds.
With our Managed Accounts as part of Private Wealth Management, you would have your private Portfolio Manager managing your investments.
Most banks would not invite you into Private Wealth Management unless your investments portfolio is $1 Million or more. But we are not like most banks!
No matter how big or small your investments portfolio, we invite you to explore the immense benefits of Managed Accounts and Private Wealth Management. From investments to insurance to Wills with the lawyer, we are fully licenced as an investment advisor and will help cover every aspect of your financial plan.
If you are serious about growing your investments portfolio, and if you value your time, you would be delighted to get top notch service at the touch of a button, for no extra cost. No lines, no waiting, no holds on the phones - we promise!
To inform you of various advantages of Managed Accounts and Private Wealth Management, we are hosting a series of online learning events in January 2024. For details, click the link below:
https://www.mysharpinvestor.com/post/learn-online-managed-accounts-private-wealth-management
This is the New Year gift that keeps on giving, year after year!
🙏🙏🙏
Managed accounts are extremely popular among high net worth investors. These investors turn to Private Wealth Management because it provides vast investment options. In Managed Accounts, clients are freed from cumbersome involvement in individual transactions. So you could be vacationing in Hawaii o...
