The Greenwood Centre
3200 Deziel Dr. Suite 210
Windsor, ON, N8W 5K8
Phone: (519) 974-6688
Toll Free: +1 866-973-4846
Fax: (519) 974-7192
A sset allocation is a tool designed to maximize the return on your portfolio while minimizing the risk. It involves structuring a diversified portfolio from three asset classes - stocks, bonds and cash - based on your income and growth needs and your risk tolerance.
A balanced portfolio with fixed percentages for each asset category (stock, bonds, cash) is selected based on the investor's growth and income needs and risk tolerance. Since each category will grow at different rates over time, the portfolio percentages will change from initial allocation. The portfolio is then rebalanced to bring the asset holdings back in line with the original fixed percentages. The same allocation is maintained over time despite changing economic and market conditions.
A balanced portfolio based on the investor's growth and income needs and risk tolerance. Under tactical asset allocation, the percentages for each asset category (stocks, bonds, cash) are altered over time based on the changing economic and market conditions.
Mutual funds are offered through Manulife Securities Investment Services Inc. Insurance products and services are offered through Seguin Financial Group Ltd. Seguin Financial Group is a trade name used for both mutual fund & Insurance business activities. Banking products and services are offered through referral.