对金融投资和个人理财感兴趣的朋友请进

[financial_adv]

作为金融服务专业人员和理财顾问，希望能帮助您在金融投资和个人理财方面获得成功。借论坛一角答疑解问，请大家一起讨论，共同进步，也可以发email或悄悄话联系，免费服务。

Email: financial_adv@yahoo.com

恭祝新年发财！

更新email地址: financial_adv2004@yahoo.com

 

[闲得慌]

真的是“免费服务”？

 

[financial_adv]

是啊，解答问题，大家一起讨论，有什么不好呢？

 

[patrickpeng]

could u introduce yourself first,thanks !

 

[financial_adv]

最初由 patrickpeng 发布
could u introduce yourself first,thanks !

I am working in a financial services company as a financial advisor with MBA degree and professional licences.

 

[eis]

what kind of professional licence do you have such as mutual fund controller or CFP?

 

[financial_adv]

最初由 eis 发布
what kind of professional licence do you have such as mutual fund controller or CFP?

Life licence and mutual fund licence.

 

[patrickpeng]

great! Did u take CSC or CFA, something like that?
How do u get those licence,thanks!

 

[financial_adv]

最初由 patrickpeng 发布
great! Did u take CSC or CFA, something like that?
How do u get those licence,thanks!

Book a course online and study and then take exams.

Good luck!

 

[hh_ca]

what is the recommended asset allocation for a rrsp investment with a investment span about 25-30 years? Which sector do you recommend to invest in or avoid?

 

[financial_adv]

最初由 hh_ca 发布
what is the recommended asset allocation for a rrsp investment with a investment span about 25-30 years? Which sector do you recommend to invest in or avoid?

People usually allocate their assets diversified, same for RRSP account. For a 25-30 years span investment in RRSP, I guess your purpose is to accumulate money for retirement. It is very important to setup your investment portfolio, which usually should include GICs, bonds, preferred shares, mutual funds, and stocks. However, how many percentages you will allocate on each investment vehicle really depend on your financial needs, investment preference and risk tolerance. For example, if you are not a risk-taker, you should avoid investing in variable income sector.

I am afraid that I cannot simply answer your questions straightly say what kind of investment you should allocate unless I am able to figure out your real financial needs. Feel free to contact me further if the above is not enough for you.

 

[financial_adv]

最初由 financial_adv 发布
作为金融服务专业人员和理财顾问，希望能帮助您在金融投资和个人理财方面获得成功。借论坛一角答疑解问，请大家一起讨论，共同进步，也可以发email或悄悄话联系，免费服务。

Email: financial_adv@yahoo.com

恭祝新年发财！

抱歉,上述email地址有误,请发email至:

financial_adv2004@yahoo.com

不便之处,敬请谅解,谢谢。

 

[financial_adv]

隆重推荐RRSP投资上佳品种, 风险小, 收益较GIC高；另介绍RRSP帐户之外的可合理避税的投资与储蓄方式。请发悄悄话或email联系。