How I can help you 

I work with business owners and families. I listen to the concerns they have and work with them to implement solutions that will help them to meet their long- and short-term goals. Contact me today and let’s go over my unique GOALS BASED planning process. Starting with the “5 Primary Aspects to One's Financial Well Being”.

As an independent insurance and investment broker, I can align the best products for everyone's needs.

Rob Shearer

Insurance Representative
Investment Representative

Let’s build you a plan

Each of my client's needs and wants are different. I sit down with each client and get to know a little bit more about them. I listen to them tell me what is important to THEM. We then build a plan to meet all your financial GOALS. It is a wonderful way to begin building a solid foundation as well as a strong relationship between client and advisor.

What's your goal? Click here to contact me and let's chat about the read "5 Primary Aspects to One's Financial Well Being" and see if you're on the right path to your goal and financial freedom.

Ask an advisor: Market volatility

Learn about market volatility, how it impacts your investments, and how you can manage it.

 

 


View video script

 

Description: This animated video introduces a character named Tim and his advisor with illustrated graphics to show how market volatility can impact your imvestments and how to manage it.

Text: Ask an advisor” appears. The camera zooms out as the text lands in an outlined square. “How does market volatility affect my investments?” fades in below. An illustration of a bar graph draws on the right side of the frame.

Tim: There seems to be lots of ups and downs in the markets these days. What’s that mean for my investments?

Description: Tim and his advisor stand on a bridge in front of a body of water and hold coffee cups. The illustration zooms in on Tim, then on the advisor.

Advisor: Some market volatility is the sign of a normal, healthy market.

Description: A graphic titled Historical Returns appears on screen and draws the S&P/TSX composite total return index between 2004 and 2008.

Advisor: I know big declines in the market can make you question your investment plan.

Description: The graph expands to a falling market around 2009, then an improvement in the market until 2014.

Advisor: But, history has shown that when the market does fall, it eventually comes back even stronger.

Description: The graph flips over a smaller graph titled Retirement. It shows growth between 1% and 3% over a period of time.

Advisor: And that can be good for your investments in the long run.

Description: Screen transitions to a shot of Tim talking.

Tim: Are there things I can do to prepare for volatility?

Description: Screen transitions to a shot of the advisor talking and showing Tim the screen of her phone.

Advisor: There are – some you’re already doing.

Description: The rectangles appear on screen one on top of the other with the text, Investment plan, Long-term goals and Investment risk.

Advisor: Like having an investment plan. Staying focused on your long-term goals. And understanding your tolerance for investment risk.

Description: Screen returns to Tim and the Advisor standing on the bridge.

Advisor: Let’s talk about other strategies to help you manage market volatility.

Description: Text – Let’s talk. Contact me today appears onscreen with the legal line: “Video produced by Canada Life. canadalife.com 1 888 252-1847."

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