Young and Frederick - ScotiaMcLeod Whitby

Wealth Accumulation like most things is best achieved by following a well defined plan. With the right plan you will achieve your goals and worry less. At Young & Frederick Investment Solutions our One Strategy Process™ will determine the right plan and asset mix that works best for you...

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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...

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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...

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A successful retirement is one that achieves your goals. It is not any more complex or simple than that. Your goals are the only ones that are important to your retirement plan. The key to achieving those goals is to have planned...

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To make your retirement dreams a reality you have to do one thing and that’s invest in yourself. The sources of traditional retirement income are changing and quickly. Pension Plans, C.P.P. and Old Age Security are less likely to be a major part of...

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One of the greatest fears of pre and post retirees is outliving their savings. Using the One Strategy Process™ at Young & Frederick Investment Solutions provides you with the information and knowledge to conquer those fears...

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For the small business owner, entrepreneur, practicing professional, or any other individual who lacks a pension plan, insurance can be an effective building block in your retirement income plans. As an avenue to provide a guaranteed...

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Estate planning addresses the fifth critical question (What will be the value of my estate?) but it goes much further than that. A well designed Estate Plan incorporates many solutions and is becoming a much more important part of…

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Every well defined financial plan has to deal with education savings. Whether it is for your children or your grandchildren this aspect of your financial plan can contribute to the long term success of your family like few others...

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Having the right advisory team and the access to the right tools is the most important investment decisions you can make for you and your family. The One Strategy Process™ is designed to incorporate and achieve your financial goals to help make your dreams a reality...

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