What type of investor are you? Find below the main ‘Investor Categories’, this selection alone has the biggest impact on your returns over time, therefore it’s critical to get this right. Which profile resonates with you? Are you sure that your portfolio is aligned with your answers? Conservative Investor: You prefer an investment account with a greater emphasis on lowering volatility and limiting losses in the short-term, and in exchange, are willing to sacrifice return potential. Balanced Investor: You prefer an investment account that balances limiting short-term volatility with the potential for returns. Growth Investor: You prefer an investment account with a greater emphasis on longer-term returns as opposed to limiting short-term volatility and losses. Aggressive Growth: You prefer an investment account that primarily focuses on longer-term returns, with little importance being placed on limiting short-term volatility and losses. Age, income, investment experience, net worth, short- & long-term goals; many factors influence your investment mix, and I often see a misalignment between a potential client’s goals and their current investment mix. We create a custom investment mix for our clients and regularly review and update as things change, and our client’s goals change. We need to be perceptive enough to notice & adapt their portfolio. If you’re feeling frustrated or unsure as to whether your investment portfolio is aligned to achieve your current goals, perhaps it’s time to take a second look. Connect with me & let’s review to ensure you are on track for success! www.masonschooley.com

Looking for some clarity during this uncertain time? View our Spring Video Update from our Team. Our aim is to educate & empower our clients to make informed investment decisions, designed to achieve their long-term goals. Connect & let's get your portfolio on track. https://nesbittburns.bmo.com/Sarah.Mason/video-series

Keeping a level head during volatile periods can be easier said than done. How to avoid emotional investing decisions that can derail your long-term plans: 1. Stay focused on your goals 2. Review your time horizon & risk tolerance 3. Be informed (not influenced) by the news 4. Work with a Team who understands your goals & will work to get you there. Feeling unsure about the markets and where to go from here? We’re here to help! Book a session with our team to learn more about how our approach to Wealth Management can help you achieve your goals.