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Now available online and in bookstores!

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Unbiased Investor provides a critical list of habits you can adopt to limit the effect of bias on your financial choices and improve the trustworthiness of your decisions.

 

It provides an 8-step process to determine your Personal Economic Values (PEV) to guide your financial decisions instead of relying on biased transactional choices.

 

You’ll also learn:

• the 3 main motivations behind biased behaviour,
• why and how to minimize your investment interactions,
• when to trust professional advice,
• the balance between money and happiness
• whether active or passive investing is ideal for you.

 

 

And alarm clock for your financial decisions.

 

Unbiased Investor: Reduce Financial Stress & Keep More of Your Money, published by Wiley & Sons in November, 2022.

 

 

Practically Investing: Smart Investment Techniques Your Neighbour Doesn't Know (2014) provides targeted strategies for investors of all ages. Whether you want to understand investment structures better or you're planning your retirement, this book is for you. Please contact our office for a complimentary copy.

Family Clients

We generate passive income and long-term growth by holding individual securities selected through quantitative and fundamental analysis. Each investment mandate is built to suit your specific objectives outlined in your Investment Policy Statement.
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Institutional Clients

Acting as fiduciary, we build and manage custom solutions for your organization based on your Investment Policy, in conjunction with your business risk manager.
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How We Meet Your Key Objectives

As part of our process, we help our clients understand their unique Personal Economic Values (PEV), the key motivations for your financial choices, and we implement a series of actions to achieve these priorities. We also provide you with a Personal Financial Organizer to maintain your key financial details including your Investment Policy Statement (IPS), quarterly portfolio reviews, and financial strategies for your easy reference.

 

 

How We Lower Financial Stress

The scope of our work extends beyond structured asset allocation, quantitative investment selection, limiting volatility, and producing reliable performance. Our goal is to lower your overall financial stress by helping clients limit financial decisions to those aligned with their PEVs. Our processes aim to limit naturally occurring biases that occur during complex financial decisions, life's inflection points, and volatile markets to produce reliable financial decisions.

 

How We Include Your Family

We work with families because once our clients feel financially secure, they tend to worry most about the people closest to them. Your parents, children, and grandchildren are treated with the same care as you are, even if they are opening their first RRSP. Each individual has their own IPS, yet, we calculate portfolio management fees based on the entire family's assets.