What sets us apart

Personal

- Clients meet and know the decision maker managing their portfolio. - We take the time to get to know our clients and build portfolios to suit their unique situation and goals

Portfolio

- We manage portfolios on a discretionary basis for a fee, no commissions and no product bias - We work with clients to develop an investment strategy outlined in an Investment Policy Statement(IPS)

Management

- We take care of the day-to-day buy and sell decisions on the clients behalf - We manage portfolios using an objective disciplined method

Results through independent thinking
We have invested on our own behalf in Independent Research Sources
Portfolio Management for an All Inclusive Fee
Disciplined Active Investment Process Adhered to Daily

We have a disciplined active portfolio management approach using independent research.
The portfolios are managed on a discretionary basis for a fee. Discretionary portfolio management allows us to take care of the day-to-day buy & sell decisions on the client's behalf.
Our approach is independent, objective and driven by quantitative daily assessments of the markets. It is a repeatable, disciplined method. In addition to the tools made available by CIBC Wood Gundy, we use additional tools and resources.

Professional, Fully Managed Account

Your account will be professionally managed by Doug Lambert, a discretionary Portfolio Manager, and the team, according to your specific needs.

Freedom from Day-to-Day Trading Decisions

Calls on every trade are eliminated, relieving you from the day-to-day investment decisions.

Transparent Fee-Based Billing

The transparent fee-based billing aligns your interests with those of the Doug Lambert Group, and provides you with potential tax deductions for investment fees.