Investments | Rubbix Risk & Wealth Management Inc. | Grande Prairie, AB | (780) 814-9996

Investing is one of the many ways in which you can grow your finances. From allocating funds into a small business to placing your money into a mutual fund, a successful investment will help you improve your financial condition. Conversely, an unsuccessful investment will place you one step closer to financial ruin. Rubbix Risk & Wealth Management Inc. is here to provide you with the information you need differentiate between good and bad investments.

With over thirty years of experience with investments in Grande Prairie, AB, we will supply you with all of the tax planning in Grande Prairie, corporate planning, group benefits in Grande Prairie, and financial investments services you need to identify profitable investments.

Many people take an inefficient and potentially dangerous approach to investments. For instance, at the peak of the housing market, many people invested heavily into real estate. For a time, these investments proved fruitful, as property values flourished and property owners reaped the benefits.

However, when the housing market crashed, people who had made significant investments into real estate properties effectively lost their money. For many people, these losses decimated their finances, as they had no other investments to fall back on.

For this reason, we stress that our clients create a diversified portfolio. Rather than placing all of your dollars into a single investment opportunity, a diversified portfolio will spread your investment dollars around and allow you to create multiple revenue streams.

For example, a diversified portfolio might include mutual funds, stocks, real estate, cash alternatives, bonds, and annuities. If your stocks and real estate investments were to fail, you could still rely on your other investments to keep you afloat.

When properly implemented, portfolio diversification will allow you to reduce your financial risk and increase your gains. A diversified portfolio is just one of the many financial techniques we are here to offer clients. We will work tirelessly to help to locate investments that suit your personal financial goals and desires.

Contact our office today, and learn more about portfolio diversification.

Business Address:

204 9805 97th Street
Grande Prairie, AB T8V 8B9

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Business Hours

Mon-Fri 8:00am-5:00pm
Sat-Sun By Appointment

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