Investment review
Translate portfolio data into reviewed observations
This page describes how an advisor can consolidate investment holdings, fees, and account context into one view to review allocation and concentration before any decision.
Estimates and illustrations are computed using published CRA and Revenu Québec rules and parameters (2026). · Last updated 2026-06-18
Example scenario
A client holds REER, CELI, non-registered, and employer accounts spread across Questrade, RBC, and a group plan. The advisor needs a consolidated view to review concentration and tax location before a suitability discussion.
Workflow steps
- Consolidate holdings, account types, book values, market values, fees, and review notes.
- Review allocation, concentration, tax location, and contribution context.
- Document observations for a suitability and next-step discussion.
Expected outcome
The advisor can spot concentration, allocation drift, fee drag, and documentation gaps in one reviewed portrait.
FAQ
Does this page select investments?
No. It consolidates holdings and surfaces observations the advisor reviews; security selection requires the licensed advisor's judgment.
Can portfolio pages be indexed safely?
Yes, when they describe a generic workflow with representative figures and keep real client holdings behind authentication.
Related resources
This resource belongs to the Wealth and protection portrait group. Compare the neighbouring resources:
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Prepare this workflow in AssureConcept
Use the secure application for real client files, reviewed documents, and advisor-ready reports.