Porfolio Analysis

A carefully considered and detailed portfolio analysis will help us to assess your goals, tolerance for risk, timeline, and finances. This analysis is a critical step in designing your financial portfolio. A well balanced financial plan is designed around your unique wants and needs, and is the best way to maximize returns while reducing short-term risks.

We are equipped with the expertise to conduct a thorough analysis evaluating all of the various asset classes and their terms. By finding the optimal allocation of your portfolio, you are on track to reaching your financial goals.

Dale Folk, TMG - The Mortgage Group
855 Arcola Ave
Regina, Saskatchewan
Canada S4N 0S9

P: 306.757.1344 ext 228