The Art of Retirement for Zoomers

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ZOOM to see your OPTIONS

WELCOME to Art of Investing, bringing Zoomers unique investment advice and information on current financial markets, economic outlooks, investment ideas and news:

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Zoom in on Morning Coffee, daily commentary on Canadian and U.S. markets.

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A LIVING WEALTH PLAN FOR THE BEST YEARS OF YOUR LIFE

With 20 years of investment experience, I take pride in offering clients all over the world a living wealth plan. My approach is holistic in that it involves you, your family and all of your concerns. I offer you sound, one-on-one advice and ongoing consultation to offset the corrosive effects of inflation, provide a tax-efficient income stream, and help you fulfill your vision for the best years of your life.

It’s All About Trust

“Arto’s engaging personality, thoughtfulness, and pleasant manner set the foundation for me to feel comfortable to discuss any aspect of my finances with him. His expertise and knowledge has instilled a profound sense of trust – not just trust in the sense that I know he will ensure my portfolio is kept confidential, but trust in the sense that I am confident that the advice, direction and actions he offers and takes are most excellent” {Eva – client}

“For 2007, selling puts & calls plus a few stocks which we bought & sold, we were able to net $65,000. Of 40 different companies (and 77 transactions), we only had one outright loss of $ 950. This amount did not include interest or dividends which accumulated in the account over the year. Most of what we did was on the conservative side, keeping risk as reasonable as possible. I don’t think one could wish for much better results” {Ron – client}

“I had been searching for a financial advisor and knew I didn’t have to look any further once I met Arto and his wonderful team. I have never been a fan of the big banks because of the lack of personal attention. You would think that someone working for such a large financial firm such as Canaccord Capital would be like all of the rest, but Arto definitely isn’t. With Arto, you feel as if you are his only client. He truly is an asset to Canaccord and my only regret is not finding him sooner. Because of Arto, my one week old daughter is set to become his newest client” {Bryn – client}

Zoom Into Your Options
With so much volatility in the markets, you really have to weigh your Options. I take this statement to heart as I trade Options actively for some of my clients. In uncooperative markets, Options can allow you to grow your investment even when regular equities and funds are doing a downward or sideway jig. The potential to take your wealth beyond the pale is very real. The first step is to engage an expert, so please contact us with any questions you might have.

The Art of Recovery
We are in a market correction. Many people who were seeing their portfolios tick up at a steady or satisfactory pace are suddenly looking at their statements and finding that their upside has turned into a loss. If your advisor is passively investing your life’s earnings in mutual funds, then you may be missing out on better profits available to you in these markets. There exist some great opportunities for recovery after a market correction. Get some peace of mind, ask for a second opinion.

Through its principal subsidiaries, Canaccord Capital is a leading independent full service investment dealer in Canada with capital markets operations in the United Kingdom and the U.S. Canaccord has operations in two of the principal segments of the securities industry: private client services and capital markets. Together, these operations offer a wide range of complementary investment products, brokerage services and investment banking services to Canaccord’s private, institutional, and corporate clients.

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