We are best suited for people that have limited time, interest or expertise to directly manage their money. Whatever mix of investments makes the most sense for your money that’s where we’re going to put it. Or as the industry likes to put it, we operate an open architecture investment framework. We believe in capital preservation with responsible growth.
Money is personal, emotional and complicated, which is why we need to talk about it. The more we can understand our clients’ situation and goals for the future the better able we are to serve their needs.
At this stage we determine the asset classes that we want to invest in, and the best way to invest within each asset class. Then we determine the appropriate allocations to these investment categories based on a function of our clients objectives, risk tolerances, tax implications, time horizon, income needs and other assets.
Our independence allows us to provide our clients with superior pricing on securities. Our proprietary monitoring system allows us to monitor each account to its respective investment policy and current strategy – from the overall consolidated asset mix right down to the individual security level for each account.
We clearly articulate our client’s investment objectives, then report formally and check in informally. We then invite clients to stay up to date with online viewing. Perhaps most importantly, we give our clients unfettered access to our portfolio managers for questions, concerns or anything else that may arise.
High quality fixed income investments that have a guaranteed payout from Canadian governments or companies and have much lower risk than stocks.
High quality investments with a fixed dividend payment guaranteed from the issuing company that have lower risk than stocks.
Publicly listed stocks of Canadian-based companies that are listed on the S&P/TSX index.
Publicly listed stocks of Canadian companies that have issued less than $2 Billion of stock.
Publicly listed stocks of companies headquartered outside of Canada in developed countries.