130 - 150: Balanced Investor

  • Overview of pie chart for Balanced investor: 40% Fixed income, 45% Canadian equity, 15% Foreign equityYou have a medium risk tolerance and want a portfolio that is slightly overweight in equities, and/or
  • You have a time horizon that can tolerate fluctuations in the value of your portfolio in exchange for potentially higher long-term returns.

Balanced Heritage Portfolio