CI Equity Asset Allocation ETF (CEQT) seeks to provide long-term capital growth, primarily by investing in ETFs that provide exposure to a portfolio of global equity securities.
are looking for long-term growth through global equity securities
want exposure to a portfolio of primarily equity exchange traded funds
are investing for the long term
can tolerate medium risk
MGN Financial Apps
Need help building an investment portfolio, designing a retirement income stream or creating a budget?
I used my experience from Sunlife, BMO, TD, Edward Jones and Canada Life to create apps to help investors pay fewer fees and income tax. I have a degree in Economics from the University of Waterloo, and financial industry designations such as the Canadian Securities Course (CSC), Conduct & Practices Handbook (CPH), Wealth Management Essentials (WME)and LLQP. I primarily focus on tactical asset allocation by actively balancing portfolios to reduce market risk. I’ve built my business on a foundation of integrity, due diligence, and innovation. I have the essential resources and financial expertise to implement these sophisticated strategies and help you understand how the variables, such as length of investment, liquidity of the investment, inflation rate, income taxes, market fluctuations, and interest rate risks can impact the results you want to achieve long term.
