Investments

Build an investment strategy around your goals and comfort with risk.

An investment strategy should start with your life. We help connect your portfolio to your goals, your time horizon and the level of risk you are comfortable taking.

A portfolio with a purpose

Bring your goals, existing accounts and priorities into one conversation. Together, we consider how your investments fit the years ahead.

The right account structure

Explore registered, non-registered and corporate investment structures in the context of your circumstances and eligibility.

A longer view

Life and markets change. Regular conversations help keep your strategy aligned with what matters to you.

A little more clarity.

What should I bring to an initial conversation?

Start with your goals and the questions on your mind. Your advisor can explain which statements or documents would be useful for a subsequent planning meeting.

Can you look at my investments alongside my other priorities?

Yes. Avenir's approach considers investments together with protection, retirement, tax considerations and estate planning.

A conversation can change your perspective.

Let’s talk about
what comes next.

Start with a question, a life change or a goal. We’ll discuss what matters to you and explain the next steps.