Young and Frederick - ScotiaMcLeod Whitby

Once you have clearly defined your financial goals, setting the path to achieve those goals becomes much simpler. One of the biggest problems we encounter at Young & Frederick Investment Solutions is when we encounter portfolios that have been designed to chase returns instead of achieving goals.

The path to true success is defining what your goals are and achieving them. Chasing the market is a trader’s game and is premised on the old notion of fear and greed. At Young & Frederick Investment Solutions we have the process which identifies your goals then achieves them. It makes watching or chasing the market irrelevant.

If your portfolio needs to earn 6% to achieve your retirement lifestyle, your portfolio is designed to earn 6%. We ask clients why take on the risk and uncertainty of pursuing 15% when you only need 6. Our systematic and disciplined approach to portfolio management and goal achievement ensures we are focused on achieving your goals and not involved in a game of chase the market.