Our experiences have taught us that consistently applying a simple and transparent approach to investment management produces the best results for our clients

  1. Discovery: First, we gain a thorough understanding of your situation and particular circumstances;

  2. Strategy: Next, we devise a strategy to meet your objectives, and of equal importance, we ensure that you are aware of the basis for our recommendations. We’ve found that when our clients know what they are invested in, and why, they are much better equipped to think and act like long-term investors (and much less likely to panic in volatile markets);

  3. Solutions: Once we have established the overall strategy that will be used to manage your portfolio, we then focus on the specific securities (stocks, bonds and preferred shares, etc.) that will make up your portfolio. Our process focuses on established companies that have a proven track record of improving their cash flows, which allows them to grow their dividends, pay down their debts, and buy back their own shares.

  4. Service: Finally, we maintain open lines of communication to ensure that your strategy and portfolio continues to be compatible with your goals.