The Challenge Files - Investing

Accounts | Lending | Investing | Insurance

I want big returns without big risks!
A member had purchased a variety of mutual funds over the years from different financial institutions. He was finding it hard to track his progress and was annoyed with all his statements. By moving all of his holdings into one portfolio at Starnews, he was able to get the diversity he wanted without a lot of risk. With the expert advice of a financial planner he was making confident decisions about his investments.

I want more from my investments!
One member expressed his desire to step up his investments, but was afraid of loosing money in the stock market. Having only opened GICs in the past, the member wasn't sure what his next move should be. We sat down and reviewed his options, discussing the pros and cons of low risk vs. high risk and index linked deposits. After reviewing his options, we developed a customized portfolio that is the right fit for his risk level and goals.

Help me make sense of my investments!
A member had purchased mutual funds over the years from other banks and was dealing with a number of different financial advisers. He was getting confused with all the different statements he was receiving and wasn't sure if his investments were really helping him get ahead. By consolidating all his holdings with Starnews through WorldSource Financial Management, he could still take advantage of a diverse portfolio, and now his information was all in one place and much easier to track.

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