​Future of Finance​​

​​The Investment Principles factsheets, developed by CFA Society Montreal, aim to help investors understand the key elements of retirement planning and aid in avoiding the most common investment errors. They also intend to enrich the communication between investors and the financial professionals to whom they entrust their investments. The second set of factsheets is intended for financial professionals; these documents aim to contribute to acquired knowledge and increase financial literacy.


Information sheets for In​vestors

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Power of Returns_01.JPG​
Impact of Fees_02.JPG
Impact of Taxes_03.JPGImpact of Inflation_04.JPGImpact of Diversification_05.JPG
Role of the Advisor_06.JPGInvestors Tolerance_07.JPGMarket Returns_08.JPGHow to Diversify_09.JPGBuilding Portfolios_10.JPGIncome I can Expect_11.JPG
Putting It All Together_12.JPG​​​​​​


Information sheets for Investment Professionals

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Professionals_2.JPGProfessionals_3.JPGProfessionals_4.JPGProfessionals_5.JPG