Our Philosophy
Our investment philosophy is built on understanding individual investors' needs and goals, and putting a plan in place to achieve them. Results are easy to promise but often hard to deliver. We have refined our investment process so we can deliver as promised over time.
Our approach is simple: invest in a portfolio of high quality stocks, bonds, cash, funds, ETFs and/or hedge funds to best achieve an investor's long-term goals. We tailor our portfolios to generate the long-term results needed, with an acceptable level of risk.
Planning
We start by planning for the future. A well thought out
plan makes it possible to set and achieve goals.
Quality
We focus on quality investments to preserve and grow
wealth. We attempt to control risk through a combination of asset allocation,
investment selection and tactical investing.
Partners
We work alongside our partners within CIBC to
provide integrated offerings that meet client needs.
Engagement
We engage with your team of professionals to
ensure everyone has your unique goals in mind.
Our Process
Our investment process and planning has been designed to provide our clients with strong, consistent returns over time. This is achieved by working directly with our clients to provide the following:
A clear understanding of client goals and a plan to achieve them
A written Investment Policy Statement detailing the discretionary management arrangement
Quarterly portfolio reviews of performance, asset allocation and all investment holdings
Tax-efficient investment approaches designed to keep more money invested
Agreed upon frameworks to assess and maintain a reasonable level of risk
Time-tested investment strategies that achieve results
