Skip to main content

The Globe and Mail

Portfolio Makeover offers a free second opinion, and a third

A paint roller produces euros

We're highlighting some of the best features of our website with Globe Investor Tips. Find more tips at

Are you getting the most out of your money? If you're a new investor, you might not be sure. And even if you're the savviest investor, a check-up always helps to make sure your portfolio is in line with your goals.

Which is why The Globe and Mail offers Portfolio Makeover – a regular series where we take a reader's portfolio to two experts – financial advisers and specialists from around the country – for a tune-up. Here's how you can participate:

Story continues below advertisement

Let us know you're interested. Send us a confidential e-mail to We keep your identity completely private; it won't be shared with anyone except for the reporter and editors handling the makeover story. But since it's just that – a story – we ask that you to come up with a pseudonym so we can put together a narrative.

Break down your investments and debts. Let us know how your investments are broken down. It helps if we know where you're putting your money (Stocks? Bonds? What industries?) and into what (An RRSP? RESP? TFSA?). Are you paying down a home? Carrying any student loans? This is the information we provide to our experts, using your pseudonym only, so they can suggest changes.

Tell us your story. Your financial story is just one part of the bigger picture. In the past few months alone, we've profiled a couple looking at expanding their farm, a 24-year-old who's already playing the markets, an oil and gas worker getting ready to retire and a 67-year-old with no savings who wants to live on his sailboat. Letting us know who you are – your work, your interests, how you've arrived at your financial situation – helps us paint a better picture of your story for the article.

Tell us your goals. How do you want your portfolio to work for you? Do you want to buy a new home, or maybe pay off your existing mortgage? Save up for a really fast car? When do you want to retire – and what kind of lifestyle do you want to live when you do? This helps our experts give advice tailored just for you, gearing your portfolio towards these goals.

We'd love to help you out – and, hey, free advice never hurt anyone. So send us an email at and we'll get back to you as soon as we can.

Report an error Licensing Options

The Globe invites you to share your views. Please stay on topic and be respectful to everyone. For more information on our commenting policies and how our community-based moderation works, please read our Community Guidelines and our Terms and Conditions.

We’ve made some technical updates to our commenting software. If you are experiencing any issues posting comments, simply log out and log back in.

Discussion loading… ✨

Combined Shape Created with Sketch.

Combined Shape Created with Sketch.

Thank you!

You are now subscribed to the newsletter at

You can unsubscribe from this newsletter or Globe promotions at any time by clicking the link at the bottom of the newsletter, or by emailing us at