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Repairing Your Portfolio

Many new clients need to upgrade the quality of their existing portfolios. Others seek relief from day-to-day management worries, but already hold high-quality, low-cost common stocks. Many who have received inheritances or insurance proceeds, sold real estate or businesses, or taken lump sum retirement distributions do not feel comfortable in making investment decisions. As experienced investment counsellors, we at Capital & Security Management will design a portfolio to attain your long-term wealth management goals and to implement a process to gradually invest your assets.