Kamil Rodziewicz

Would you ever get on a plane without knowing where it was heading?

A common mistake made by investors is never taking the time to properly outline their personal plan. A sort of "auto-pilot" approach can be devastating without someone who can help navigate you through life's turbulence.

Planning for a client's worst case scenario(s) is a great way to begin a personal plan as this will provide a chance for quick adaptation. Whether market, job, or family related, being in a position to adapt to an ever changing environment is key to the success and outcome of a portfolio and plan. A great question to ask yourself is whether or not you feel like your situation has adapted to our most recent major market impact.

Is it time for you to have a second opinion on your situation?

Interviewing a new advisor is a great way to compare differences and similarities in the type of service you are receiving. Often times you can learn something new about your current situation whether or not you decide to make a change.

Thank you for voting us #1 in Canada for Full-Service Investor Satisfaction 8 years in a row through J.D. Power.*

*Edward Jones received the highest score in the J.D. Power 2013-2020 Canada Full-Service Investor Satisfaction Studies of investors' satisfaction with their full-service investment firm. Visit jdpower.com/awards