Investment Philosophy and Process
Our team will build a custom portfolio tailored to your unique situation and goals. We focus on the things that matter:
Asset Allocation and Diversification: Ensuring you have a proper asset allocation and a diverse portfolio mix is foundational to long term success and is integral in determining your expected rate of return. Our objective is to provide an optimal balance between risk and return on the way to your short, medium or long term investment objectives.
Tax Optimization: Tax is the single largest retraction from Canadians income and can eat away from your total portfolio return. Our team places a focus on asset location and tax-loss harvesting strategies to ensure you keep more of what you earn.
Systematic Rebalancing: Having a structured approach to portfolio rebalancing can help avoid costly emotional investment mistakes, significantly enhance portfolio value over time, and provide a smoother ride by keeping proper diversification among asset classes.
Dynamic Monitoring: Having an understanding of your complete financial picture, we can make intelligent adjustments to your asset allocation as your life and financial situation changes
