UNDERSTAND | CREATE | CUSTOMIZE | MANAGE
Understanding your goals, concerns and preferences
It all starts with you. Before we start creating a portfolio, we need to get a clear idea of your investment requirements. We listen, we ask and we discuss not only the important factors around your investment objectives but help you articulate the goals you have for your wealth as they relate to your lifestyle, business, children, philanthropy and aspirations.
Creating a personalized investment strategy
Once we have a clear understanding of your objectives and preferences, we can design your investment strategy which clearly outlines your investment objectives, income needs, tax situation, time horizons, asset mix, security selection criteria and ongoing review process. We will determine if your portfolio requires Advisory, Discretionary or Third Party Investment Management – or perhaps a combination of these and other services.
Customizing your investment portfolio
We will implement your investment strategy though a custom-designed investment portfolio. We bring fresh thinking and independent in-depth analysis to our recommendations, customizing a portfolio designed to maximize returns while taking into account your wealth transfer and philanthropic objectives, tax situation, entity structures and other circumstances.
Advisory Portfolio Management
We continually source and research an unparalleled selection of global securities to ensure you’ll have access to a full spectrum of investments, from common shares, preferred shares, options, structured notes, government and corporate bonds, t-bills and more. Our senior research analysts, economists and investment strategists help us identify opportunities through their insights and analysis.
Discretionary Portfolio Management
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. We will draft an Investment Policy Statement that outlines the guidelines for how you would like us to manage your resources including growth requirements, income needs, tax position and risk tolerance and acts as a rulebook to which we are always accountable. Through this, we directly manage every aspect of your portfolio, review its performance quarterly and update you accordingly.
Managing your portfolio to meet your ongoing objectives
Regular disciplined cross-checks ensure we are meeting goals and staying true to your interests, preferences and evolving needs. We will review your portfolio on a pre-determined basis, and adjust your strategy as necessary to keep your portfolio aligned to your objectives and ever changing market conditions.
