Investing

Once Sean and Jason have your financial plan in place, we use tools to help it come to fruition.  Some of the important tools we use are investment products such as mutual funds (bundles of stocks and/or bonds), Guaranteed Investment Certificates (aka GICs) and segregated funds (insurance companies’ version of mutual funds that have certain guarantees built in the price).

We take a business-owners’ approach

when selecting investments by aligning ourselves with like-minded money managers who hold the same values

Growth Financial Corp uses investment products with lower fees

Growth Financial Corp uses investment products with lower fees which add to your returns and also look for managers who have “skin in the game” (ie. Their own money alongside their investors) when choosing the right people to manage our clients’ savings, beyond just consistently good past performance or high industry ratings.

These are but a few of the metrics Sean and Jason look for but feel they are the more important ones.  We also add value by giving an unbiased approach to the investments we recommend but our bias is most certainly to our clients.  We will not hesitate in replacing a money manager if we feel they don’t have your best interest at heart.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions.

These are but a few of the metrics Sean and Jason look for but feel they are the more important ones.  We also add value by giving an unbiased approach to the investments we recommend but our bias is most certainly to our clients.  We will not hesitate in recommending a switch in funds or fund company if we feel they don’t have your best interest at heart.

We keep financial concepts simple

As always, Growth Financial Corp will keep financial concepts simple as you are more likely to confidently stay invested in the long-term by understanding what you are invested in.

In today’s financial world it is easier than ever to speculate and harder than ever to simply invest.  There is a distinct difference between the two and we look to invest by having one of us successfully guide you through the ups and downs of your financial life.