Investment Strategies for Borrowed Money

Diversify to maximize the upside potential and minimize the risk of investment losses

Whether the contribution comes from your client's own money or from an RRSP loan, the best way to increase the growth potential of your client's RRSP is to allocate the funds into a diversified asset mix.

Strategic asset allocation is at the heart of every successful diversified investment strategy because:

• It provides the best possible asset mix to help increase the portfolio returns while minimizing volatility in down markets.
• Portfolios are built based on the clients investment objectives, investment horizon and risk tolerance.

Once you've recommended the right asset mix, you and your clients will decide what investment products are appropriate.

With CI, you can choose from among several alternatives:

SunWise Essential Series Segregated Funds

You benefit from the investment advantages of mutual funds - potential for growth, outstanding money management, diversification, choice and flexibility - along with the protective features of an insurance contract.

Visit our SunWise Essential Series site to learn more.

Portfolio Select Series

A comprehensive investment program that provides superior strategic asset allocation solutions making it easy for you to create optimal investment portfolios that are fully tailored to your clients’individual objectives and risk tolerance.

Visit our CI Portfolio Select Series site to learn more.

CI Portfolio Series

A sophisticated, market-based solution that offers portfolio efficiency, superior diversification, and outstanding money management in one ticket.

Visit our CI Portfolio Series site to learn more.

CI Mutual Funds

RRSP season provides an excellent opportunity to reassess your clients' asset allocation. You may want to fill gaps in your clients' portfolio or diversify their holdings further. Consider the wide array of funds CI Investments offer at www.ci.com.