RETIRE FIRST

Retire First is a full-service brokerage firm offering a wide range of products and services to meet your investment needs in the Red Deer area... Retire First offers a variety of services for our clients; from portfolio management to foreign exchange, we cover it all... Generally speaking, we tend to focus on 10 to 15 stocks for the equity portion of the clients' accounts. We believe concentrated portfolios help allow for better returns with little to no dead weight being carried just for the sake of diversification. We generally do not allow any one position to grow to more than 10% of the client's account at any one time. Diversification amongst sectors, as well as individual stocks, is important; although we can focus on current market trends in our sector allocations.

Also known as: Retire First Ltd.

Primary location: Red Deer Canada