Scam-Proof Your Portfolio: RSP Tips & Rebalancing Tricks

01/03/2025 22 min Temporada 1 Episodio 5
Scam-Proof Your Portfolio: RSP Tips & Rebalancing Tricks

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Episode Synopsis

Send us a textFrom managing debt to growing your investments, Don & Mitch Fox cover a wide range of topics to help you achieve your financial goals.This week’s topics:Don & Mitch discuss the evolution of retirement savings programs (RSPs) and the shift in investment strategies. The importance of rebalancing portfolios annually to maintain a comfortable risk level, particularly during retirement when volatility can impact withdrawals.The crucial role financial planners play in safeguarding clients from increasingly sophisticated scams.This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Don & Mitch Fox are solely responsible for its content. For more information on this topic or any other financial matter, please contact an IG Wealth Management Advisor. Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company. Investors Group Financial Services Inc.