ACTION POINT

FRANCOIS TRAHAN RECOMMENDED READING:

July 27, 2012

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MATCH YOUR INVESTMENT STRATEGY WITH YOUR OBLIGATIONS

July 20, 2012
  • Consider expenses to cover & consider time frame needed
  • Near term liabilities = stable, less risky investments
  • Long term obligations= allocation to more risky investments providing growth over longer time frame

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SEEK SAFETY AND INCOME AT A REASONABLE PRICE = S.I.R.P.

July 13, 2012

Rosenberg recommends for “reliable dividend growth and dividend yield”

  • Canadian and U.S. Preferred shares
  • Energy infrastructure
  • Utilities

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Amy O’Brien & Ingrid Dyott

July 6, 2012

CONSIDER CHRISTINE BENZ’S SOCIALLY RESPONSIBLE FUND RECOMMENDATIONS

“Balanced sector diversification with fairly strong long-term results”
Benz’s Recommendations:

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START APPLYING YOUR VALUES TO YOUR INVESTMENTS

June 29, 2012

Start by reading company sustainability reports

Check out socially responsible indexes:

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