Investment Policy Statements are commonly used in private client, high net worth, charity and institutional investing but they can be a tool for anyone to help lay the foundation for your investment strategy and keep you on course over time. This episode will discuss what they are and why you might need one.

• This communication is for informational purposes only and is not intended to provide legal, accounting, tax, investment, financial or other advice and such information should not be relied upon for providing such advice.   Reasonable efforts have been made to ensure that the information contained herein is accurate, complete and up-to-date; however, this cannot be guaranteed and the information is subject to change without notice. The co-hosts accept no responsibility or liability for any error, omission or inaccuracy in such information. The communication does not constitute commercial solicitation in any Canadian or Foreign Jurisdiction and may contain forward-looking statements which are not guarantees of future performance. Forward-looking statements involve inherent risk and uncertainties, so it is possible that predictions, forecasts, projections and other forward-looking statements will not be achieved. All opinions in forward-looking statements are subject to change without notice and are provided in good faith. The co-hosts strongly recommend listeners secure independent expert professional advice before making any investment decision. The Take Control of Your Wealth podcast is owned by Christie Matwee & Shawna Perron and the views presented represent those of Christie & Shawna.