Reducing Your risk With Sustainable Income
2008's recession taught many that risk reduction is critical. Frankly...I already knew that. I continue this theme in 2025.
2008's recession taught many that risk reduction is critical. Frankly...I already knew that. I continue this theme in 2025.
Let's be realistic here. It is possible to have both sustainable income in retirement and reduce risk along the way.
All while taking on only the risk you need and are comfortable with.
Working with you, Vaughn reviews your retirement income needs and shows you exactly how your investments may "generate" this income for you.
I ensure all your investments are generating "cash-flow" for distribution to you. The additional benefit of this type of combined investment approach is how it protects your capital and reduces the up's and down's.
The Dividend Growth Strategy was enhanced in 2018 to include greater international diversification for improved protection and sustainability. In 2023, this evolution continued with the implementation of a two-ETF (Exchange Traded Fund) strategy focused on leveraging US growth while managing volatility. Every clients scenario may be different.
As cash flow from investments is core to our belief, Vaughn has published the THIRD edition (2021-11) of an eBook "Dividends Rule", to concisely convey how and why dividends should be at the core of any portfolio.
It includes 10 rules of Dividend investing plus 5 key steps to creating sustainable income.
Vaughn is your Retirement Income Planning authority.
My focus is primarily on dividend paying investments and I provide professional Investment Management.
Vaughn formed BInvested to provide his clients full Retirement Income Planning along with the freedom to access the ever changing investment landscape.
Investment Management modeling from 45+ years ago still dominates many firms views. Vaughn believes this narrow view creates greater volatility in your investment portfolio than you desire and at a higher cost to you than is appropriate.
The reality is maintaining a low volatile (less up's and down's) investment portfolio with sustainable income is possible and at a reasonable cost to you. Vaughn prefers to mirror some of the best investment managers such as Ontario Teacher's Pension Plan, our own Canada Pension Plan and the best managed endowment, Yale University.
Vaughn chose Aligned Capital Partners Inc. (ACPI) as they provide the freedom and full access necessary to assist clients effectively and provide custodial, trading, clearing settlement and record keeping services.
I typically meet my clients in their home or at their office. My Burlington office is also available for an initial meeting.
1001 Champlain Avenue, Suite 300, Burlington, ON L7L 5Z4
Phone: 905-309-9990
Email: vwarrington@alignedcp.com
Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through BInvested, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/BInvested and covered by the CIPF. Financial planning and insurance services are provided through BInvested Management Inc. BInvested Management Inc. is an independent company separate and distinct from ACPI/BInvested.
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