Fee-Based

The cost to the investor is agreed upon up front. By using this approach, we can develop a tailored investment strategy and manage our clients’ overall portfolio without concern for individual transaction costs. This places us on the same side of the table as our clients, sharing the same goal: To see your assets grow.

 

Covered Call Strategy

This strategy generates additional tax advantaged income (capital gains) on a quarterly basis, which is an added benefit for non-registered and corporate investment accounts. Also, the strategy can significantly reduce the volatility of clients’ portfolios while providing some downside protection to the positions they own, along with a structured sell discipline. Additional income generated from the pursuit of this strategy is often enough to fully offset all investment management fees.

 

Advanced Financial Planning Process

We work with our clients to build personalized, in-depth financial plans that allow them to weigh all of life’s variables and effectively plan/analyze scenarios for the future. The process allows us to identify any opportunities for savings via tax minimization, debt management and insurance needs analysis, helping to further maximize after tax cash flow.

 

Enhanced Principle Protection

In addition to ensuring clients are protected with conservative asset allocations, sector weightings and position limits, we utilize protective puts and stop losses when prudent to help protect principle further.

 

Accountability Research Corporation (ARC)

ARC is the largest research firm in Canada certified as independent and the only research firm in North America with an active forensic accounting practice. Their expertise helps us avoid companies that follow aggressive and potentially negligent accounting practices.