Broker Check

SUPERCPAâ„  Investment Statement Review

We will conduct an analysis of your current investment strategy to see if it coincides with your investment goals, whether it is the most effective & cost effective strategy for your personal situation, or whether you have experienced “Investment Drift” where your current investment strategy has deviated from your intentions.

Strategies that seek to help you:

  • Meet income needs over time
  • Manage risk in line with your goals & time horizon
  • Generate growth to outpace inflation