We'll review your portfolio, for free.
Do you ever wonder if your portfolio could be doing more for you and your money?
During your Free Portfolio Review, we'll sit down and talk about your financial goals and see if you're taking more risk than you need to be, determine if stock market volatility is a concern, review your current assets, and then let you know if there are better opportunities you could be taking advantage of. All of that, and it won't cost you a single penny.
Book a Free Portfolio Review
To book your Free Portfolio Review, please use the calendar below to select a date and time that is most convenient for you or phone (403) 382-6868.
More about the review process
The Free Portfolio Review includes a 3-step process designed to give you confidence that your investment portfolio aligns with your goals and objectives, and results in the satisfaction that your questions and concerns have been answered.
- Am I taking more risk than I need to?
- Stock market volatility concerns me, what options do I have?
- Are there other investment opportunities I could be taking advantage of?
Step 1 - Identify
In the first step, we will identify and provide you with a consolidated summary of:
- your current investments
- your current fees and other potential charges
This will help you better understand what you own, and what exactly you’re paying for.
Step 2 - Evaluate
In step two, we will discuss:
- your investment needs
- your investment goals
- your investment objectives
This will help you evaluate if your portfolio is actually aligned with your investment planning.
Step 3 - Manage
In step three, we will use the information we have collected to:
- explore other opportunities
- make recommendations
This will help ensure your investment portfolio is on the right track to meet all of your investment needs, your goals, and your objectives.
Additional benefits
- Current Fee Summary - Helping you better understand investment fees and other potential charges
- Asset Allocation Summary - Consolidating all of your investments in one place to highlight your exposure to specific asset classes
- Professional Planning - An integrated team of specialists looking out for your best interests
You worked hard to grow your wealth, and now you deserve the comfort of knowing your investments are working for you towards your goals in the best ways possible. Our Free Portfolio Review service can help ensure you are making the best choices for you, your finances, and your family.
Questions?
If you have any questions about our Free Portfolio Review, please contact the Avail Wealth Help Desk using the form below.