Investing
The first step to investing is clarifying your goals. Do you want to retire at 65, 55 or 50? Do you need to save for your children's education? Do you want to build an estate or just protect your savings from inflation? At Sinclair Billard + Weld we can help you define and attain these goals.
An important first step in the investment process is to determine your investment personality - your tolerance to risk, your investment knowledge and your time horizon. Based on this information we can recommend a personalized portfolio for you.
We can help you decide if you want to start a registered investment plan, a non-registered investment plan or both. We have access to many investment options including Registered Retirement Savings Plans, Registered Income funds, annuities and Locked-in income Funds.
The sooner you start, the easier it is to get there. The earlier you start investing, the longer your returns will have to compound, decreasing the amount of money you must invest to attain your goals. By doing nothing, you are actually losing money to inflation and taxation. With our help it is easy to begin.
