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Introduction


The purpose of this Investment Policy Statement is to provide you with a comprehensive and unambiguous record of Swindells Financial Planning Ltd’s investment philosophies, strategies and processes.  Our aim is to help you make smart decisions about your money and, ultimately, to enjoy the peace of mind that is the product of a successful investing experience.  The benefits of creating an Investment Policy Statement are:

Our desired outcome is to deliver to you the returns of asset class investing. That is: exposure to globally diversified markets, tilted towards small and value stocks, tempered with fixed income investments, less fees and taxes (where applicable). To achieve this outcome we will:






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Testimonials


I want to thank you for your time, input and advice over the years over my pension and retirement.  I enjoyed working with you and would not hesitate to recommend you and your services.


Bill Swan, Ontario, Canada








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