As a member of Gulf & Fraser, you have access to a variety of investment products that will help you achieve your financial goals.
The type of investment you choose depends on your personal needs and goals.
4 steps to start investing with guidance from Gulf & Fraser
- We'll listen to you to get a better sense of your current financial situation, priorities and goals. Are you saving for a large purchase? Do you want to pay down debt?
- We'll determine which investment solutions are best for you. Credential Securities and Credential Asset Management Inc. will consider your time horizon, risk tolerance, and what funds you'll need to have available in the short term.
- We'll work closely with you to develop a customized plan to meet your financial goals. We will help you craft a financial plan based on your unique situation and goals. This is what we call your Smart Money Plan™.
- We'll make sure you stay on track. Once you have your Smart Money Plan™ set up, it's important that we meet with you regularly to make sure you're on track to meet your financial goals.