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  • Writer's pictureDon Valdez

Investment Team Update 06/01/2024

As we embark on a new year, the investment team is committed to guiding you through the ever-evolving investment landscape.

In the coming days, we’ll start by sending an online risk profile questionnaire to update us with regards to your risk tolerance. It will help the investment team to understand your current financial situation and will be helpful to re-align the investment strategy if your financial goals has changed.

We’ve also started to distribute our quarterly newsletter which serves as a valuable resource to keep you informed about market insights and investment strategies with you. (Dom to create link on website where client can view or download a copy of the newsletter as attached).

We will also launch a series of podcast designed to keep you well-informed and empower you to make informed investment decisions. Our podcasts will feature collaborations with seasoned investment professionals, offering valuable insights and expert guidance to enhance your financial acumen. Stay tuned for a dynamic and insightful listening experience!

To continue to enhance communication and transparency, we look forward to your feedback and encourage you to reach out with any questions or topics you’d like us to cover in future editions.

Cheers to a year brimming with optimism and positive vibes!

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