PUNSHON FLEMING FINANCIAL GROUP

Our mission is to understand what's important to you and help navigate you to the best wealth decisions. Our advice is based on trust, integrity, & superior client service... Over the years, we have analyzed many portfolios that clients and prospective clients were looking to transfer to our team. Their portfolios were often constructed without professional advice and were simply random stock and investment picks. There was no process, strategy, or investment discipline. We typically see this happen when the markets have been rising for a period of time, and people have some success investing on their own without advice. This may work until markets take a downturn or they become too busy to dedicate time to their portfolio. Homemade portfolios can also be exposed to more volatility and risk. We specifically helped a new client review their current portfolio and situation, created a personalized financial plan, and then built an investment portfolio to align with their goals, risk..

Primary location: Canada