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Looking after your investment portfolio requires extensive knowledge and due diligence. You need expertise in investments, retirement planning, income tax, managing the many risks and perhaps business planning.
You also need experience in designing, implementing and monitoring your game plan to realize your personal goals. Many RRSP decisions will be made in the next two months.
The Vancouver Sun, in conjunction with Adrian Mastracci, a "fee-only" portfolio manager and financial advisor with Vancouver based KCM Wealth Management, invite you to participate in our free "Portfolio Makeover".
The emphasis is to analyze your investment portfolio and suggest improvements in view of your stated goals, especially for your RRSP investments. Readers who are saving for retirement, self-employed, near or in retirement, or business owners are invited to tell us their investment story.
The Sun will publish the selected free portfolio makeovers during January and February 2008, during RRSP decision time.
Please e-mail a summary of your investment situation and what you think needs attention directly to Adrian Mastracci at adrian@kcmwealth.com.
Kindly include telephone numbers where you can be best reached. Adrian will then provide the detailed investment questionnaire by e-mail to selected participants. The Vancouver Sun will arrange to take your photo for the makeover.
The questionnaire covers your short- and long-term goals, your financial concerns and priorities, your retirement wishes and your desired retirement income. What you own and what you owe, as well as your income and saving capacity expectations for 2008.
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