Your Portfolio

Every portfolio is unique and client motivations can vary. At Brown Financial, our goal is to provide financial security planning knowledge and services to clients so they can become knowledgeable of their own finances and create a portfolio that satisfies their needs.

Portfolio Composition:

  • Cash and cash equivalents: savings deposits, certificates of deposits, treasury bills(T-Bills), money market deposit accounts and money market funds
  • Fixed income: Guaranteed Investment Certificates(GICs), provincial and municipal bonds, Government of Canada bonds, high yield bonds, strip coupons and residual bonds
  • Equities: stocks in the marketplace

Investment Horizons:

  • Short-term (0-2 years)
  • Medium-term (2-5 years)
  • Long-term (5 years )

Call Brown Financial at (403) 252-1752
for your complimentary investment review today!