The foundation of our relationship is trust. Trust in our expertise, trust in our ethical conduct, and trust in our relationship.

 

(1) Trust in Our Expertise

Access to Information: We have access to information platforms not available to all investors; such as research on equities, foreign exchange and fixed income. This information gives us the ability to always make well-informed recommendations.

Trusting Experience: We have learned a lot about the financial markets over our career, learning’s which we can lean on to make the most appropriate recommendations for you. With time comes insight, insight which we have gained through a diversity of market conditions.

Monthly Market Commentary: We will send you a monthly market commentary at your request. This will help keep you well-informed of the Canadian and international markets.

Process, Administration, and Mechanics: Having knowledgeable support staff and efficient processes is the driver of execution; having this in place enables us to spend more time working on new recommendations for your portfolio.

 

(2) Trust in Our Ethical Conduct and Character

Transparency and Disclosure: The fundamental way in which we do business is with transparency and disclosure. We strive at all times to ensure that our clients can rely on us to operate in a responsible and ethical manner.

 

(3) Trust in Our Relationship

Personal Service: Our clients are entitled to the personal advice and counsel of a professional investment team, whose philosophy and style of doing business is compatible with their own personal beliefs.

Communication: We will conduct meetings with you to discuss the performance of your investment portfolio, revisit your objectives and appetite for risk and from there determine if any rebalance to the current portfolio is necessary. If any changes are needed based on the current economic climate, we will make the necessary changes to take advantage of market opportunities.