You have questions about investment planning. Andy Silverman has answers
- What sets Andy Silverman apart from competing investment advisors in the Pickering area?
As part of his process, Mr. Silverman will take the time to understand your unique situation as well as your goals and dreams for the future. At that point, he will suggest a portfolio filled with favorable risk/reward investments that make sense for you. Ongoing monitoring and adjustments give you the best chance for a successful financial future.
- What services are available?
Andy can help you in all of the following areas: Advisory & Professional Investment Management Services; Alternative Investments; Equities; Equity Linked Notes; Financial Planning Services; Investment Trusts; Managed Money Accounts; Retirement & Estate Planning Services and Insurance.
- What are Andy Silverman's professional qualifications?
He has been a professional investment advisor since graduating from Concordia University in 1992 with a Bachelor of Commerce degree. He has also completed the Canadian Securities Institutes CSC (Canadian Securities Course), PFP (Professional Financial Planning Course) as well as passing the LLQP (Life License Qualification Program).
- What is Andy Silverman's approach to investing?
It varies, depending on the needs of the client, their current financial situation and their hopes and dreams. The one constant is a belief that a fully diversified portfolio combined with a buy-and-hold philosophy, offers the best returns in the long term.
- What constitutes a diversified investment portfolio?
A fully diversified investment portfolio includes Corporate Bonds; Alternative Investments; Infrastructure (water, gas, electricity); Technology; and Real Estate. It's also important to diversify geographically, which means taking advantage of investment opportunities in the world's fastest growing economies.
- What kind of service can I expect?
Andy recognizes the importance of every client's portfolio to them, regardless of their financial status. He is available when - and how - you need him. Some of his clients prefer regularly scheduled semi-annual meetings, others prefer more regular contact by phone or email.
- Does Andy Silverman offer a free introductory consultation?
Yes, a free introductory consultation is available. Andy welcomes inquiries from individuals who are considering hiring an investment advisor for the first time and more experienced investors with significant net worth.
