If you have questions about the specifics of your portfolio or your plans to invest with Network Wealth, our Portfolio Management team can be a great resource to help.
What are great topics to discuss?
A Portfolio Manager is happy to discuss topics relating to your investments or plans to invest with Network Wealth, for example:
- What’s in your Network Wealth portfolio and how we go about selecting your investments
- Comments on the market and how it relates to your portfolio's performance
- Whether it makes more sense for you to invest in a TFSA or an RRSP
- What tax implications may result from deposits or contributions from your portfolio
- Updating your Know-Your-Client and risk tolerance information
- Overview of performance expectations across different risk profiles
What can't they discuss?
A Portfolio Manager can be a great resource to discuss your portfolio and investments but, they are less suited to speak on topics like financial planning or individualized tax planning, for example:
- How to optimize your tax return
- How to build a budget or manage your finances
- How your lifestyle impacts your finances
Since many questions can be answered by our support team, we ask that you submit a request with your questions first. Our support team will then be happy to help and set up a meeting with our Portfolio Management team, if necessary.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article