It still surprises us how many retail investors are still using the old 60-40 "balanced" investing methodology.
It simply does not make sense in 2020.With institutions like the Ontario Teachers Pension, OMERS, Yale Endowment, and even our very own Canada Pension Plan vastly outperforming traditional investment portfolios, why do Canadians still continue to invest differently?
The answer at this point still appears to be aware...Advisors simply are not offering the right education and solutions to support this new paradigm shift in investing.
So we are going to launch a new video series explaining just exactly how these institutional mandates trump your current retail investor portfolios and just how any Canadian can too begin to invest in this more appropriate manner for the year we live in.
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Todd McLay is currently licensed in: British Columbia, Alberta, Saskatchewan, Manitoba and Ontario. Todd Bergstresser is currently licensed in Saskatchewan, Alberta British Comlumbia. Mike McKague is currently licensed in Saskatchewan.
GSI advisors are currently licensed to sell equity securities, bonds, mutual funds, GICs and other securities that are subject to available regulatory exemptions. Your advisor may also offer insurance-related products and/or financial planning services. These services are not offered through Gravitas Securities Inc., however, your advisor is duly registered to provide these services under applicable insurance legislation and the dealer approves such activity to be conducted outside of the dealer.
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