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Investment Planning

An investment plan defines how you will invest your money, prioritize, fund, manage and evaluate your investments while you seek to meet your goals and objectives.

Investors may use an active and/or a passive management style for a portfolio depending on long-, medium-, or short-term goals, and their individual (or unique) determined investment style.

We can help you design the right plan.



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Sweatman Insurance & Retirement Services

1000 - 305 Broadway
(north east corner of Broadwa
Winnipeg MB R3C 3J7

Phone: 204-946-3544