David W. Page, CFP. CPCA.
778-470-3100
Financial Security with Peace of Mind™
David W. Page, CFP. CPCA.
778-470-3100

Model Portfolios

Voted Top Certified Financial Planner in Kamloops 7 Years In A Row

Your Retirement Plan must
contain 3 primary ingredients

Flexibility – to be able to change your investments: As your Personal needs change, As tax laws change, As the economy changes.
A co-ordinated use of both Asset Allocation and Sector Management, to take advantage of both the ups and downs in the markets.
A return that equals or betters the projected return in your Plan or your Plan will not achieve your goals.
Compound Annual Growth to:
July 22, 2024
Rates From:
        01 2014
        01 2018
              YTD
High Growth Portfolio
14.06%
        14.65%
            17.46
High Growth Portfolio II
-
          14.10%
           20.05
Equity Portfolio
12.35%
          11.69%
           16.37
Balanced Portfolio
11.75%
         10.67%
           11.86
Dividend Portfolio
9.71%
          8.83%
          10.01
Global Balanced Portfolio
8.65%
          6.87%
           10.67
SRI Balanced Portfolio
9.82%
          9.95%
       10.58
Fixed Income Portfolio
3.77%
            2.67%
          4.67

is your portfolio stacking up?

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The rate of return figures are annualized for periods greater than one year. They are calculated using the dollar-weighted (internal rate of return) formula, and are based on a lump sum invested on Jan 1, 2013, with no additions or surrenders. All annual results for the individual funds in each portfolio are based on information provided by MorningStar.

This is not an official account statement and this portfolio summary is supplemental to the Investia Financial Services Inc. statement. The MFDA’s Investor Protection Corporation does not necessarily apply to all the positions disclosed. Please refer to Investia’s official account statement to determine client assets that are eligible for coverage. Investia cannot verify the accuracy of information relating to other financial service products that are not offered through or held by Investia or a related company of Investia. Mutual Funds Provided Through Investia Financial Services Inc. The information contained herein was obtained from external sources believed to be reliable as of the time of printing. Any discrepancies identified must be reported immediately.
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