Critical Ten!

Discussion in 'Steve Polonoski' started by SteveP, Oct 15, 2012.

  1. SteveP

    SteveP ODSC Executive

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    Macquarie featured in the National Post

    Thought leadership on preparing your portfolio for the Critical 10


    No stage of the investing lifecycle is more important than the Critical 10, the five years before and after your retirement date. This is the decade when your portfolio must withstand market volatility and be properly balanced with income-generating investments. It’s also the period where you should take a serious look at your estate planning, insurance requirements and tax liabilities – your complete financial picture.

    The National Post ran an article on October 6th profiling Macquarie’s Smart Income platform, which helps determine the most appropriate income-generating investments for you, and the wisdom behind the Critical 10. We invite you to read the article here(PM me for the full article and link).



    Thought leadership of this calibre is just one of many compelling reasons to feel confident investing with Macquarie Private Wealth.

    We would be happy to discuss this topic with you—or provide a free, no-obligation portfolio assessment—at any time.

    Best regards,


    Stephen Polonoski FCSI, FMA, CIM, DMS
    Investment Advisor,
    Assistant Branch Manager
    Macquarie Private Wealth Inc.
    Tel: (519) 772 7801
    Fax: (519) 772 7810
    Toll free: 1-800-461-4748
    steve.polonoski@macquarie.com
    Lisa Polonoski B.Comm
    Investment Advisor
    Macquarie Private Wealth Inc.
    Tel: (519) 772 7802
    Fax: (519) 772 7810
    Toll free: 1-800-461-4748
    lisa.polonoski@macquarie.com


    Visit our website at www.polonoski.ca