Investment Philosophy
The Halickman Team's goal is to help our clients connect their current portfolio to their long-term objectives. In doing so, we favour a prudent approach to portfolio management which focuses on steady, tax-efficient growth while limiting down-side risk where possible.
Investment Vehicles
The following is a summary of the investment vehicles we offer our clients:
- Common Equities
- Preferred Shares
- Bonds
- Senior Secured Loans
- GICs
- Structured Products
- New Issues
- Alternative Investments
Commissions & Costs
Clients have a choice of options when it comes to the commissions or charges posted to the account. Generally, clients are charged a fee for buys and sales carried out in their accounts. The exact size of that fee will vary depending on a number of factors including the type and size of the transaction.
Alternatively, clients can choose to subscribe to the Portfolio Partner program which charges a quarterly fee based on a percentage of the assets under management in the account. Under this program, no commission fees are charged on individual transactions.
In addition, an annual administrative fee may be charged for registered accounts.
Frequency and Method of Review
Reviewing and maintaining the portfolio is an ongoing and dynamic process. Our clients' portfolio will in effect be under constant review by our team. As such, an open and regular dialogue should be maintained between the client and the team. Any material changes or developments should be reported as soon as possible.
Should the client require any type of regularly updated information which is not provided through his/her monthly statements, we will be happy to oblige.
Formal sit-down reviews of the portfolio are at the client's discretion. Generally, clients will come in for meetings somewhere on the order of once per year. However more frequent or infrequent meetings are, as noted before, at his/her discretion.
