WHAT WE DO
We believe that the key to successful investing is a comprehensive long-term plan that involves all aspects of wealth management. Wealth Management extends beyond investment advice and money management, helping you protect your lifestyle, manage your nest egg, plan your retirement and create your legacy.
We will guide you and your family through each life stage by helping you understand the various financial issues, concerns and opportunities you face.
From portfolio management on both an advisory and discretionary basis, we offer a complete spectrum of investments to suit your individual needs and preferences.
We can also provide you with access to third-party investment managers.
ADVISORY PORTFOLIO MANAGEMENT
As your investment partners, well recommend the most appropriate asset allocation and individual securities for your portfolio. Well also help you determine which investments are right for you, based on your needs, tax position and changing market conditions, and ensure client discretion on each individual transaction.
From common shares, preferred shares, options, new issues, government bonds, corporate bonds, treasury bills and more, we continually source and research an unparalleled selection of global securities, so that youll have access to a full spectrum of investments. To support our research and investment strategies, well also engage several advisory groups as necessary, that have specific expertise in areas like:
We can offer you access to Canadas leading inventory of fixed-income investments, through our team of fixed-income experts.
Capital Markets Research
Our domestic research group covers approximately 400 companies across all major industry sectors, and supplemented by research from several leading U.S. investment firms, on U.S. and international companies.
Overall Portfolio Strategy
Our senior research analysts, economists and investment strategists help us identify opportunities through their insights and analysis on market and economic conditions.
Third-Party Investment Management
Well source appropriate third-party investment management services on behalf of clients that can include CEOs, CFOs or partners in professional firms. With conflict of interest issues preventing these investors from taking positions in restricted securities, pooled funds or segregated assets can sometimes be the answer.
DISCRETIONARY PORTFOLIO MANAGEMENT
As one of the few groups in Canada that offers segregated discretionary portfolio management to accounts with a minimum of $200,000, we can help you reach your financial goals by taking full responsibility for your assets, and relieving you of the day-to-day burdens associated with managing a portfolio.
Well draft an Investment Policy Statement that outlines the general rules for how youd like us to manage your resources. Based on factors like your growth requirements, income needs, tax position and risk tolerance, it also acts like a de facto rulebook to which we are always accountable.
Through this, well directly manage every aspect of your portfolio, review its performance on a quarterly basis, and update you accordingly.
Financial planning is a process that determines how you can best meet your life goals through the proper management of your financial affairs. Key to effective financial planning is the ability to take into account all relevant aspects of your financial situation, and to identify and analyze the interrelationships among your objectives. The unique integration of knowledge and skills across a broad range of topics is an important part of your Investment Planning process.
WILL & ESTATE PLANNING
For complex or high-value estates, a professional Will & Estate Consultant provides information on efficient and tax-effective estate structuring. Following the consultation, a report outlining various estate-planning opportunities will be provided to explore in further detail, and potentially implement, with legal counsel (referrals available).