What is a Portfolio?

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.