Скачать или смотреть Morningstar made simple: How I choose the best investment!

Evaluate all the data points in the tool to select the fund for your personal product shelf. An example of an evaluation framework is the five-pillar framework (5P framework):
 Parent and People
 Philosophy/Process
 Portfolio
 Performance and Risk
 Price
When examining a fund, we, the Fund Research analysts, use the 5P framework. A good understanding of these 5 areas when assessing a product, feeds into our fund selection process.

What truly stands out to me is Sun Life’s open architecture. Unlike many banks or firms (like IG Wealth where I previously worked) that restrict clients to proprietary funds, at Sun Life we have open dealership shelf platform with unlimited access to top-performing investment funds from leading asset managers such as Fidelity, Mawer, Mackenzie, CI Investment, EdgePoint, Dynamic, AGF, PIMCO, and many others. This means our clients benefit from unlimited investment options and truly diversified portfolios.

Please contact Tony Duong - Certified Financial Planner with Sun Life
For a free comprehensive financial planning review/consultation
Tony Duong, CFP®, RRC®, M.A.
Financial Planner | Waterloo District | Sun Life
401 – 102 Victoria ST S Kitchener, ON N2G 0E1
Office: 519-772-5195 ext 2231 | Mobile: 519-501-6379
Email:[email protected] | https://advisor.sunlife.ca/tony.duong/
On Zooom: https://sunlife-ca.zoom.us/my/tonyduong