財神常駐您家 #加拿大投資理財 #加拿大RRSP退休基金 #2024 TOP 10 RRSP(Morningstar推薦)

鼎盛人生財富管理公司
656 位粉絲
“財神常駐我家”對於絕大多數人來說只是一個美好的願望而已。但對於鼎盛人生財富管理公司的客戶朋友們來說卻是“born with it”與生俱來!
#加拿大RRSP投資 #加拿大投資 #加拿大投資理財 #加拿大頂尖基金經理
Hello, everyone. I'm Holly.
Hello, I'm Brad.
2024 is the year of the dragon.
Let's wish our friends in front of the screen
the year of the dragon.
Good luck.
May all your wishes come true.
In China, there is a custom
during the Chinese New Year.
On the fifth day of the lunar month,
we call it the God of Fire.
We all hope that
on this day,
God of Fire will come to our home,
to our company,
to our office.
I have an idea.
I hope God of Fire
will come to every customer
of Sunshine Life 1618
and every customer
of Dingsheng Fortune Books.
I just, you know,
tell our traditional
on the fifth day of Lunar New Year,
and people would like to welcome
the God of Wealth.
And now, I give them the best wishes.
And we invite the God of Wealth
and every day,
in our Sunshine Life 1618 financial
and Sunshine Life prosperity,
our clients' home.
And Brad Breen.
Welcome.
Thank you so much.
Thank you.
Yes, it's been a very interesting time.
We've been doing very well
on our investments.
Recently, I saw an article
put out by Morningstar.
And they were listing
their top RRSP funds
for 2024.
And they had a number of criteria
for judging these top funds.
For so long now,
I've been saying that
the prosperity fund
is the best kept secret around.
Here's what I mean.
In their list
of the top funds
that people can buy up there,
we rank number two
for performance over three years
and number two for costs.
We were one of the least expensive,
one of the best performing funds
out there.
But not enough people know about it.
Soon, that will change a little bit
because shortly,
we will have a five-year track record.
And I'm really looking forward
to the day where we can share
our five-year track record with people.
We've been doing
some really good things.
I think that what we're doing
is continuing to do
the things we need to do
in order to be successful
in the future.
Because there's a lot of stuff
that just because it happened before
doesn't mean it's going to happen again.
So we want to make sure
that not just have we done well
up till now,
but we're positioned to do well,
continue to do well going forward.
And in my opinion,
that's exactly what we're doing.
Thank you so much.
We just provided
some very valuable information,
which is that Morningstar
recently announced
the Canada's top funds
in 2024.
Bradbury Funds' return
is actually in the top two,
which is the second place.
It has different categories,
different selection standards.
One of them is the return rate.
The other is the management fee.
Our return is the top two.
Our cheapest management fee
is also the second place.
It's really very valuable information.
Thank you, thank you.
Now everyone understands
why I said
it's an honor for us
to invite our God of Fire
to our Sunshine Life
financial finance company clients
and our top life
financial management company clients
home.
You know how lucky you are, right?
Give yourself a round of applause.
And just let them know
how lucky they are.
I mean, our clients, right?
My clients and our clients
and how lucky you are.
And give a big applause.
Thank you so much.
You're welcome.
So, you know, one of the things,
Miss Holly, is
I like to talk about
the prosperity fund.
It is our go-to investment
for people looking for growth.
However, it is not the only thing
that we have to offer.
I also have the prosperity
income growth fund.
I have the prosperity balance fund.
These are all funds that I manage.
But here's something that's unique.
And this is something
that surprises a lot
of other people in the industry.
As the portfolio manager,
I actually do not charge anything
to run the prosperity fund.
And that's on purpose.
Why that is, is
because I don't want there to be
any perceived conflict of interest
from what I'm recommending
and what pays me.
So if we meet and I say,
I think you should buy this,
you can rest assured
that the reason I'm saying this
is because I actually think
it's in your best interest,
not because it pays me any different.
All of my recommendations,
I'm going to charge you
exactly the same
whatever they happen to be.
You know you're going to get
unbiased information and advice
from a person in my position.
Oh, nice.
We just talked about
the prosperity finance fund.
Even though he's a publisher
and a manager,
he doesn't charge
the portfolio manager
any money
on this fund.
When our clients
sit in front of us,
if Brad Breen
offers you his funds,
then you must be
suitable for this fund.
Then he will recommend it to you.
Because in fact,
in addition to these funds,
he also has a lot of other funds.
So I can say,
you still are presenting
the thousands of funds
a lot of the carriers have.
Oh, without question.
If there's something
that's a better fit for you,
I will recommend that to you
without hesitation.
Nobody has a monopoly
on good products,
not even me.
So if there's something
that's a better fit for you
than one of the ones
that I manage,
we will happily do
what's in your best interest.
This is something
that I think you deserve.
That's why
I'm so confident.
Thank you.
