What are the best investment products for me? In today’s fast changing world, a well-structured investment portfolio is vital to your success. We guide you through the types of products and assets you should have in your portfolio to minimize the risk and maximize the returns you get.

Investment Management Simplified

The Ins & Outs of

Investment Management

When managing your savings, we need to strike a balance between growth and fluctuations. We structure portfolios that  look at traditional asset classes like cash, bonds and equities plus products with guarantees on capital or income. Your optimal mix depends where in your journey you are, what tolerance for risk you have and what you are trying to achieve. We educate and guide you along the way and together create your ideal mix.  

 

Investment management is not a one time event. We assist our clients in monitoring and adjusting their investments ongoingly as their lives and the investment client changes. 

Investment management is provided through Anna Knight, Financial Advisor at Keybase Financial Group, a member of the Mutual Funds Dealers Association of Canada and the MFDA Investor Protection Corporation

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The opinions expressed on this website are those of the Financial Advisor and are not necessarily those of Keybase Financial Group Inc. Any data provided is for illustration purposes only. Clients and prospective clients should always read a product prospectus and fully understand all of the risks associated with the product before purchasing. Any information relating to the discussion of taxation issues is considered to be only general in nature. Clients should seek a qualified tax professional to discuss their specific tax requirements.

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Our Business Partners & Affiliates

We only work with stable, reliable and established investment firms with a strong track record. Some of Simplicity Financial's partners are:

If you wish to determine if your current allocation is appropriate or need to design an allocation to meet your specific goals, contact us to book your complimentary discovery call today.