LEGROUPEVAILLANCOURT.COM

The investment world is big and too often it appears to be too complex for anyone to maintain in this field. That accounts for the nervousness felt by so many investors, given the decisions that have to be made and the objectives that have to be defined... All investors share the goal of preparing for their future in a way that will enable them to enjoy their retirement with serenity and acquiring the financial means to support a phase of life that focuses on leisure and volunteer work as well as the capacity to deal with a major financial contingency... My task is to listen carefully to clients and understand their needs and expectations. At that point, we have to identify their risk tolerance, knowledge of markets and the appropriate asset mix for their profile. The asset mix decision is often the most crucial and at the same time it may be the most difficult one they have to make. A good understanding of clients and an accurate identification of their expectations form the..

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