Your Investor Profile

Determining your investment profile can go a long way to help understand your objectives, your investment personality, and how a portfolio could potentially be constructed using a mix of stocks, mutual funds, ETFs, bonds, dividends, and cash.

Contact us today to discuss how we can help you achieve your financial goals

Call us at 905-277-7933 — Monday to Friday, 9am-5pm EST.

Schedule a Consultation at your convenience — meet virtually, or in-person.

Email us anytime
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    Ferguson Financial Planning | CI Assante Wealth Management
    350 Burnhamthorpe Road West, Suite 500 Mississauga, ON L5B 3J1
    905-277-7933
    1-800-265-4658