Step 2: Build Your Plan

Before you can select investment products for you portfolio with confidence, you need to look at some investment options. While every investor is unique, there are some popular strategies that can help get your plan under way.

Invest early, invest often, and invest for the long term.

The earlier you start investing, the greater the long-term impact is. Make regular, automated pre-authorized contributions and you’ll benefit from both compounding interest and dollar cost averaging, maximizing your return over the long term.

Choose a mix of registered and non-registered products.

Registered plans allow you to reduce taxes now and save for the future. Non-registered plans give you the flexibility to respond to more immediate needs. We offer a variety of investment products that will help you reach your long-term goals and enable you to deal with unplanned expenses.

Diversify your portfolio.

Sidestep some of the market risk by holding a range of investment products, staggering the maturity dates and investing internationally. Holding a mix of cash, bonds and equities minimizes overall exposure of your portfolio to changing market conditions. Our wide range of investment products, including our Socially Responsible Investing options, give you plenty of alternatives to choose from.

Step 3: Selecting Your Investment Products

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