Tailored investment portfolios
Customized – tailored portfolios designed to meet client objectives within established parameters. We manage a variety of investment mandates, ranging from income-oriented (defensive) to all-equity (ultra-growth).
Segregated – accounts are managed individually and we do not use pooled funds. Clients own each security individually.
Accommodative – preferences and aversions are incorporated in the portfolio management process and we are mindful of individual circumstances – capital gains, legacy holdings, cash flow requirements, etc.
Unique – client portfolios reflect our own independent analysis and views. We conduct proprietary research on a fundamental basis and we leverage research from a number of institutional firms including RBC Capital Markets and J.P. Morgan.
Diversification is a key tenet of our team. We diversify by security type – equities, preferred shares and bonds, and by region – Canada, the U.S. and EAFE (Europe, Asian and the Far East). We invest mainly in securities issued by large, well-capitalized companies. A typical balanced portfolio consists of 30% Canadian equities, 20% U.S. equities, 5% international equities, 40% fixed income (a combination of bonds and preferred shares), and 5% cash.
Contact us today to find out how our investment solutions can help you meet your financial goals.
