A Portfolio is a collection of investments.
Your portfolio can be viewed by your stockbroker or financial adviser, in our case, Shaw and Partners.
Portfolios are tailored, monitored and reviewed on a regular basis and adjustments are recommended, if and when necessary.
If you would like to further understand what is involved with a portfolio review, please see more information here.
If you would like to discuss options regarding your portfolio, please feel free to reach out.
Frequently asked questions
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Should I participate in dividend reinvestment plans (DRP)?
October 14, 2020 -
How have you gained the expertise you have today?
October 13, 2020 -
Do you buy international stocks?
September 25, 2020