Licensed Custodian, Dealer and Financial Adviser.   CPFIS Registered Investment Administrator
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These portfolio recommendations are meant to serve as possible guidelines and do not take into account the financial situation, time horizon, existing portfolio and risk profile of an individual investor. It is the investor's responsibility and discretion to decide if these funds are suitable for him or her. If in doubt, please seek professional advice. The portfolios aim to address the needs of investors who are just starting out on their investment journey, and have thus been structured as a monthly RSP (Regular Savings Plan). The portfolios were started on May 2013 in the form of a $500 monthly RSP.

Pick a more conservative portfolio as your investment horizon nears

Fundsupermart account holders who wish to mirror this 'Conservative' portfolio allocation and be alerted to changes that are made to it, can register

Past 1 year factsheets:

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