About

Investmentassociate.com provides a service that will connect you to financial planners at the forefront of Financial Planning in Canada. We pride ourselves on the excellent client relationships that we’ve nurtured over the years. By always looking at the “Big Picture”, we have been successful in establishing client portfolios from a strategic asset allocation perspective and then tweaking them based on Macro considerations. This beneficial Tactical Asset Allocation has allowed our clients to preserve capital during the recent market crash and position their portfolio for the current market conditions.

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