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Скачать или смотреть What's Your Investment Time Horizon?

  • Tozser Wealth Management
  • 2024-04-09
  • 168
What's Your Investment Time Horizon?
Time HorizonInvestingWealthWealth ManagementInvestStocksBonds
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Описание к видео What's Your Investment Time Horizon?

As you approach retirement does your time horizon change for your investment account? Jennifer shares her thoughts on this common question and key considerations when looking at your own situation.

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LinkedIn:   / jennifertozser  

About Jennifer Tozser:
Jennifer Tozser leads Tozser Wealth Management at National Bank Financial in Calgary, Alberta. She has been in the Wealth Management industry for over 20 years, helping clients to create wealth, plan for retirement and create legacy.
Jennifer has witnessed some of the best and worst markets in our history, which has shaped her to become a better portfolio manager. The unpredictability of the markets has taught her the importance of having and maintaining discipline when it comes to navigating the markets.
Jennifer considers other factors in Wealth Management, such as financial planning, estate planning, and tax planning. Her team works closely with families to ensure a successful outcome when dealing with the more stressful events of life such as decease of a spouse, divorce, unexpected loss of your job and sale of a business.

Disclaimer: National Bank Financial - Wealth Management (NBFWM) is a division of National Bank Financial Inc. (NBF), as well as a trademark owned by National Bank of Canada (NBC) that is used under license by NBF. NBF is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF), and is a wholly-owned subsidiary of NBC, a public company listed on the Toronto Stock Exchange (TSX: NA). The securities or sectors mentioned in this letter are not suitable for all types of investors and should not be considered as recommendations. Please consult your Wealth Advisor to verify whether the security or sector is suitable for you and to obtain complete information, including the main risk factors. Some of the securities or sectors mentioned may not be followed by the analysts of NBF. The particulars contained herein were obtained from sources we believe to be reliable but are not guaranteed by us and may be incomplete. The information contained herein has been prepared by Jennifer Tozser, a Portfolio Manager at NBF. The opinions, endorsements, and recommendations expressed in my profile do not necessarily reflect those of National Bank Financial. This site and electronic communications will be monitored by National Bank Financial for compliance purposes.

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