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Old 03-05-2007, 08:32 AM
RSTech RSTech is offline
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Join Date: Nov 2006
Location: Pain Court, Ontario, Canada
Posts: 174
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I recommend getting a personal financial advisor. When I first started investing I was just going through my bank and it wasn't a good experience. My investments were doing poorly and every time I went into the bank the person I saw the time before had moved on so I would be introduced to a new banker every time. Now I am with a smaller company and have a personal advisor. She knows my all about my family, my business, and my financial status. This helps her make informed recommendations for my investing and insurance.

I have numerous mutual funds; I try to spread them out to diversify. I have AIM Trimark, Franklin Templeton, AGF, Fidelity, and a few left over CIBC and RBC managed funds. They are all working well for me, the lowest had a 10% gain over the past year and the highest was close to 40%. They all offer different products with varying amounts of risk. Again, this is where a personal financial advisor is very useful, to guide you toward the right type of investments.
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Rob Simpson C.E.T.
RSTech
Industrial Automation & Integration
www.rstechnologies.ca
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