Risk Management is at the heart of any wealth management process.

Risk can manifest itself in a number of ways.

 

Emotional Risk

One risk involves a client being derailed from his or her strategy due to "noisy" news-flows that can prompt investment decisions based on emotion rather than logic, reason and analysis. As advisors, we know how to ensure that our clients stay disciplined and focused on the big picture.

 

Cost Risk

Overpaying for the investment dviceyou receive is another risk. We believe in being wholly transparent. Far beyond entering trades for your accounts, we want you to see everything we do for you and your family - including - including the extras.

 

Economic risk

Another risk involves how currencies and interest rates might affect your portfolio or your business. Our team is one of the very few that can help you manage your business- related Canadian dollar exposure or the effects of foreign exchange or input costs. We are able to control risk using currencies such as the euro or the Canadian dollar as well as physical commodities such as oil, gold and silver, depending on the needs of your portfolio.