How I build an Unusual Retirement Portfolio?

How to Build a Customized Portfolio Without Major ETFs for Retired Clients

In this video, Ahmed Mahiyan,CFA, CFP(Canada, USA) an associate portfolio manager, explains how he crafted a customized investment portfolio for a retired couple who did not want to invest in major ETFs from BlackRock, iShare, Vanguard, or any major Canadian banks. With a focus on using lesser-known brands like Global X and boutique investment firms, Ahmed outlines the research and compromises involved in creating a diversified portfolio that aligns with the clients’ religious and financial preferences. The video also covers tax planning opportunities and strategies for managing a low-risk investment profile.

00:00 Introduction and Client’s Unique Requirements
00:39 Client Background and Initial Meeting
01:39 Investment Restrictions and Strategy
03:15 Research and Selection Process
06:12 Portfolio Construction and Client Communication
09:19 Final Recommendations and Conclusion

#Retirement Portfolio
#Investment Strategy
#Unusual Investments
#Personalized Portfolio
#Retirement Planning
#Low Risk Investments
#ETF Alternatives
#Portfolio Diversification
#Financial Planning for Seniors
#Tax Optimization
#Independent Advisor
#Global X Investments
#Catholic Investment Guidelines
#Unique Financial Approach
#Managing Retirement Funds
#Canada Investments
#U.S. Investments
#Fixed Income Securities
#Small Cap Stocks
#Morningstar Ratings
#Mutual Fund Selection
#Boutique Investment Firms
#Sustainable Investing
#Capital Gains Tax Reduction
#Charitable Giving

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