Asset Allocation Calculator

This asset allocation calculator is a simplified version of the process our clients experience with their Firstline wealth management team member. It is designed to help you create a balanced portfolio of investments. Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of asset types. Click on the ‘View Report’ button for a detailed look at your results and contact us so we can delve into further detail and put the results into action!

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.