“I’m sorry. You can’t have your money back right now.”
What if you wanted to sell your investments, but were told that there were significant penalties to do so? Or worse, that your investment was locked up until a future date, with no ability to sell at all?
John Sanchez, Investment Advisor, will outline some common investment terms that you should look out for whenever you are making a new investment. With a working knowledge of these terms, you will be better equipped to make investment decisions that match your specific financial timeline
This presentation is ideal for someone who has a relatively near-term financial goal, such as:
- Buying a home within the next 5 years. (or a major renovation)
- Child going to University within the next 5 years
- Someone who recently started a business or is thinking about starting a business.
John will very quickly discuss a few common investment scams, giving you the ability to better spot them should the come up. This is particularly relevant right now, with several reported cases of scams around CERB payments.
John began his career in the investment industry in 2004 with a degree in Aerospace Engineering from Ryerson University. His disciplined and structured approach to the investment process involves a unique blend of tax planning, investment returns and commitment to world-class client service.
John works extensively with accredited investors, business owners, entrepreneurs, and professionals. In collaboration with their trusted accountants and lawyers, he develops custom-tailored solutions designed to minimize taxes today and in the future. He continuously seeks the most efficient tax and investment strategies to help his clients achieve their personal financial goals.
Richardson GMP is an independent, leading-edge wealth management firm with a history of serving some of the most successful families and entrepreneurs in the country.
Our independence empowers our Investment Advisors to focus on delivering unbiased advice. The recommendations we make are never influenced by the products and services exclusive to Richardson GMP. Instead, we deliver customized solutions that are aligned to best serve your needs.