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Are you on the right track with your investments?

Are you on the right track with your investments?

by 3 Planning Group | Asset Allocation, Blog, investment, Investment Planning

When the market is going up, investors frequently develop unrealistic expectations about what kind of long-term yields they can expect from their investments. Before the stock market crash in 2008, investors often saw returns of 15 to 20 percent, and they thought...
Why A Financial Advisor Makes a Difference in Net Returns Over DIY Investing

Why A Financial Advisor Makes a Difference in Net Returns Over DIY Investing

by 3 Planning Group | Asset Allocation, Blog, investment, Investment Planning

You’ve likely heard of online services that offer DIY investing where technology and algorithms make all the decisions. And you may have wondered – is it worth hiring a financial advisor when you can save on fees with a DIY approach? We’ll explain the primary...
The Problem With Mutual Funds

The Problem With Mutual Funds

by 3 Planning Group | Asset Allocation, David LeNeveu, Investment Planning, Retirement Planning

The problem with mutual funds if you’re not using portfolio management services, is that your portfolio of investments in your RRSPs, TFSAs, and other accounts likely hold a number of mutual funds that have been picked by yourself, suggested by a friend, or...

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We are a team of advisor succession specialists dedicated to helping you understand your business value, grow your practice, and improve client outcomes. Contact us today to start your journey towards a successful and rewarding future.

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About 3PG

3 Planning Group (3PG) is a team of financial professionals with decades of experience dedicated to empowering advisors and their clients. 3PG provides market leading advisor succession planning, exit value, business growth, and enhanced client outcomes for advisors they work with.


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250-618-0386

info@3planninggroup.com

204-5160 Dublin Way
Nanaimo, BC, V9T 0H2
Canada

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