Wiest Investment Management
The information you’ll find here is based on proven principles of successful investing, such as diversification, strategic asset allocation, and personalized risk management.
Successful Investing Takes Discipline, Knowledge & Experience
You need discipline to create a long-term investment plan and stick with it – to not panic or sell when you see your investments going down.
You need knowledge because there’s just so much information you have to keep up with. There are so many variables that can affect your investments, and they’re changing all the time.
And you need experience because there’s nothing that can take the place of hard-won experience, especially in the world of money and investing.
Plus as stated above, to be a successful investor today you have to go back to the tried and proven principles of successful investing – diversification and personally tailored asset allocation based on your risk tolerance.
If you’ve reached a stage in your life where you’d rather have someone else look after all this for you, or even if you’d like to just talk to an expert before you begin your own investment planning,
Strategies To Safely Accumulate Wealth
For most of the 90’s, it wasn’t too difficult to invest safely and accumulate wealth. With one of the biggest bull markets of all time and the ease of online trading, just about everyone got into the market. And just about everyone made money.
Some mutual funds and stocks were skyrocketing by 30%, 40%, 50% a year and more. Fixed income investments were providing excellent returns. All you had to do was jump aboard and enjoy the ride.
Most experts agree those days are over and that it may be some time before we see markets like those again. Many experts also believe that today’s volatile markets may be with us for some time to come.
Does that mean you should stay out of the stock market and stick to the safety of bonds and GICs? Should you give up on equities and be satisfied to know that you’re preserving your wealth? Should you just be happy that you’re not going to lose money?
Absolutely not. First of all, as you’ll learn in this section, even if you stay out of the stock market, you face another kind of risk. Plus there are plenty of investment portfolios earning solid returns, some even double digits. It’s just not as easy as it was in the high-flying 90s. Now it takes planning and time and effort to be a successful investor.
As an Independent financial advisor, my team will provide services tailored to each client’s needs and objectives. Proper planning now can help reduce emotional and financial stress when the need for insurance arises. Adequate insurance for life and long-term care is essential, and careful planning is crucial to nearly any financial goal. Having insurance coverage in place is invaluable, allowing you to focus on what matters most and not worrying about finances.
Because Wiest Insurance and Investment Management is an independent firm, we are empowered to deliver unbiased advice and are not restricted to certain investments or proprietary products – solutions are customized to meet your needs and investment objectives.
Allow us to help navigate your retirement planning, tax, estate, philanthropic or business succession plans.
Agriculture continues to be one of, if not the most important industry in Alberta…yet we have seen drastic intergenerational changes. Being raised on a 4th generation crop and cattle farm in Southern Alberta, I have the ability to work with you in developing a financial plan that focuses on successfully transitioning your farm…whether that means succession planning or sale planning. If you are expanding, or have current debt that is insured through your bank or lending facility, allow Wiest Insurance and Investment Management the chance to shop out your insurance needs and bring back a cheaper and better solution!
Corporate & Small Business
You need professional advice and guidance that can help you develop the right plan for your future and the future of your business. Wiest Insurance and Investment Management will provide sophisticated planning solutions for your business including qualified retirement plans, succession planning, buy-sell agreements, risk management, nonqualified executive benefits, and employee benefits along with developing investment and savings accounts owned by your corporation to grow your retained surplus cash.