Welcome to Retire First
Our focus is primarily on growth at a reasonable price. We prefer to build investment portfolios of individual companies for clients, rather than using mutual funds or pooled accounts with high Management Expense Ratios (MER) that may affect your annual returns. With our approach of active financial management, each portfolio is tailor designed to fit your individual risk tolerance. Individual equities allow for flexibility in investment styles which, in turn, allows for quicker response time to market changes.
Our focus is primarily on growth at a reasonable price. We prefer to build investment portfolios of individual companies for clients, rather than using mutual funds or pooled accounts with high Management Expense Ratios (MER) that may affect your annual returns. With our approach of active financial management, each portfolio is tailor designed to fit your individual risk tolerance. Individual equities allow for flexibility in investment styles which, in turn, allows for quicker response time to market changes.