Is Your Portfolio Still Aligned with Your Goals?
Review diversification, risk level, account structure, concentration, fees, tax efficiency, and whether your investments still match your financial plan.
Request Portfolio Review → View Assessment Areas ↓What Should Be Reviewed?
A portfolio assessment helps determine whether your investments are properly coordinated with your goals, time horizon, tax situation, and risk tolerance.
Asset Allocation
Review the mix of equities, fixed income, cash, and other investments relative to your goals and risk level.
Diversification
Identify over-concentration in one fund, company, sector, region, or investment style.
Risk Alignment
Assess whether the portfolio is too conservative, too aggressive, or appropriate for your situation.
Tax Efficiency
Review how RRSPs, TFSAs, non-registered accounts, and corporate investments are being used together.
Costs & Fees
Understand investment costs, product structure, advice fees, and whether value is being delivered.
Need a Second Opinion?
Bring your existing statements and review whether your portfolio is aligned with your goals.
Request Review →Portfolio Assessment Checklist
Ready for a Portfolio Second Opinion?
A portfolio review can help identify unnecessary risk, missed opportunities, overlap, concentration, and whether your investments are still aligned with your long-term plan.
Request My Portfolio Review → Back to Investment Centre →Educational information only. Personalized recommendations require a review of your full financial situation.