Who is this for?
Anyone who likes to invest with discipline to not only see their money grow over time, but see how those results are bringing them closer to real-life financial goals, can benefit from goals-based investing.
Think of it as putting your money in separate jars that are for different goals. You could have a retirement jar as a long-term goal. Then you could have a travel jar as a short-term goal. The nice part is that you don’t have do this alone. You can work with an expert advisor, taking this fundamental concept and applying it in a more sophisticated and disciplined way.
How will this help me?
Goals-based investing helps you to align your risk as it relates to each goal. For example, when saving for a short-term goal, such as travel in a few months, your level of risk may be higher than saving for a home in 10 years.
Unlike traditional investing where positive results often means simply beating a market benchmark, goals-based investing helps tie your success to real-life events that are important to you. This helps you remain focused and stay disciplined during market fluctuations so you may reach your financial goals.
London Life Constellation Managed Portfolios
Working with an advisor, you’ll create a portfolio that will help you reach both short- and long-term investment goals using London Life Pathway Funds. These mutual funds are managed by leading, institutional managers that focus on only one asset class and limit holdings outside of that, giving your investments more clarity.
With online access, you’ll be able to clearly see how your decisions are impacting your goals and the results will help you stay disciplined to continue moving forward towards growing your investment portfolio.
What else do I need to know?
Play an active role
You’ll help create a personalized investment strategy with an advisor to ensure that you have a clear picture of your portfolio and are confident that you are working towards your goals.
Track your progress
You can view your progress online with Constellation and see how your money is doing. This will allow you to get a clear view of how your investments are bringing you closer to achieving your financial goals.
Even though you’ll play a major role in creating your investing plan, an advisor will be right there with you sharing their expertise and helping to make your portfolio more successful.
Make your investment decisions wisely. Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
London Life Pathways Funds are managed by Mackenzie Financial Corporation and are offered exclusively through Quadrus Investment Services Ltd.
London Life Constellation Managed Portfolios, London Life and design and London Life Pathways are trademarks of London Life Insurance Company used under license by Mackenzie Financial Corporation. Quadrus, Quadrus and design, Quadrus Investment Services Ltd. and design, are trademarks of Quadrus Investment Services Ltd.
Connect with an advisor
Working with a financial security advisor can provide you with the tools and expertise you need to plan for the future.