Interest rates and inflation – how is your portfolio doing?

In a market faced with the highest inflation in 40 years, a potential recession looming in 2023-2024, how is your portfolio doing?

Our wealth planning partners, Nicola Wealth are up 6.14% year to date to October 2022 in their core portfolio.

This fund combines a wide array of asset classes to combine income cash flow with an aim towards long term capital appreciation and growth.

Want to learn more?

Elliott Levine, MBA, CFP
Levine Financial Group in Toronto
We Save Physicians Money on their Insurance
416-222-1311 I info@levinefinancialgroup.com

 

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