Cameron Passmore CIM, FMA, FCSI

Portfolio Manager

Benjamin Felix MBA, CFA, CFP

Associate Portfolio Manager
  • T613.237.5544 x 313
  • 1.800.230.5544
  • F613.237.5949
  • 265 Carling Avenue,
    8th Floor,
  • Ottawa, Ontario K1S 2E1

Checklist For Your 2011 Investment Strategy

January 7, 2011 - 0 comments

Confused and frustrated are words that new people I meet use to describe their investment strategy. But there is so much straightforward information from academia that can turn that situation around.

In this week’s Science of Investing, host Leah Walker and Cameron discuss a fabulous worksheet that investors can use when building their portfolio strategy. Have a listen. 

PWL - Rethink the Way You Invest


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