Our Investment Management Approach
It Starts with You
Every client is unique. Our investment strategy begins with truly understanding the you. We review your objectives in terms of risk, time horizon, need for income, current tax situation, as well as your investment knowledge and experience. Only, once we have a deep understanding of you and your unique situation is when we can begin to create a strategy.
Choosing the right mix
Our personalized investment approach is designed to provide you with maximum benefits and the lowest amount of volatility, based on your unique needs. We carefully select investment solutions from our broad product shelf, that is not limited to any one company or product type. This ensures that we can create a portfolio to match your individual expectations, and not match your expectations to an individual portfolio. With our tailored approach, you can rest assured that your investment strategy is customized to you.
Picking the right investment solution
Once we have a good understanding of your needs and objectives we will structure a portfolio utilizing a tailored approach unique to you, with some of the following products:
- Mutual Funds and Exchange Traded Funds
- Stocks
- Bonds
- Separately Managed Accounts
- Alternative investments
- Annuities
- GIC's and structured products
Regardless of your level of knowledge, experience or overall objectives, we can build a portfolio that suits your needs.
Understanding your Investment Choices and Learning More
Guidance is the foundation of our practice. We understand that you've worked hard to accumulate your wealth, so we take the time to ensure that you fully understand how your money is being managed, and that you clearly understand the product that we are recommending to you. We believe that every question is worth asking and no concept is too simple to explain. Our responsibility is to ensure that you have a complete and comprehensive understanding of your investments regardless of your level of experience in the markets.
Ongoing Monitoring and Rebalancing
Once your portfolio is built, the work does not stop for us. Through continuous monitoring and regular contact, we review your objectives and investments to make any necessary adjustments, ensuring your investment strategy continues to be optimal. Our goal is to guide you through the complex world of investing and make it as easy and stress-free as possible.
