Young and Frederick - ScotiaMcLeod Whitby

The single most important contributor to portfolio losses is the loss of portfolio discipline. Chasing returns and losing track of your objectives can, and usually does, lead to “drift”. Knowing what to own and how long to own it is not a guessing game.

Reliable information and in depth analysis aimed at achieving your unique goals is the best way to avoid the most common mistakes made by investors. Our One Strategy Process™ captures your retirement lifestyle objectives and translates those ideas into firm goals. Then we assemble the tools essential in achieving those goals and create your portfolio. Finally we keep your portfolio on track to achieve those dreams.  

Success in investing is achieving your goals not outperforming the market. Our disciplined approach and depth of research provides a portfolio management system that is focused on management by objectives, your objectives. When you have a well defined plan and you execute on it properly then your portfolio as well as your financial future are far better equipped to dodge the potholes.

This section relates some of the biggest mistakes generally made by investors but perhaps the most important and obvious cause of portfolio failure is the lack of portfolio discipline. Young & Frederick Investment Solutions will help you avoid these common errors by structuring and managing your accounts to achieve your goals.