Investment Management that Works for You
The needs of affluent investors are as different as each investor themselves. Business succession plans, philanthropic interests, Corporate and Trust structures, tax minimization strategies, family and even ethical considerations make each investor's situation unique. For that reason, we believe that each client's investment strategy should also be unique.
We take the time to get to know you in order to develop an investment strategy that will work for you for the long term. Comprehensive financial planning forms the strategy base and a customized Investment Policy Statement provides a written understanding of your objectives and return expectations detailing the specific parameters under which your assets will be managed. Ongoing monitoring ensures that we are on track to meet your goals and allows for periodic adjustments as your financial objectives and life situations change.
Good investment management involves much more than just good stock picking, but it is an essential component of successful investing. Wes has particular expertise in the area of security analysis and selection, and stays informed with a broad base of research data. In total, Wes screens over 700 Canadian and 3,000 U.S. companies using a compilation of indicators that he has personally developed in order to find companies with a history of earnings consistency. His investment philosophy centers on maintaining stability and avoiding fads. Wes subscribes to a value-based approach to investing that hinges on the firm belief that earnings matter; he doesn't speculate and only invests in companies with solid earnings history. Economics also matter; the best place to invest today may not be the best place to invest tomorrow, so ongoing selective diversification within your investment framework maximizes your returns.
Above all else we understand that your satisfaction is contingent on the quality of your experiences with our team, and are committed to providing our clients with the highest level of professional investment service available anywhere. We work closely with our clients' accountants and lawyers, and partner with top level tax and estate planning experts to assist our clients through all of life's transitions. Working with a limited number of select clients, we're never too busy to help with any request promptly, personally and professionally, and our clients have access directly to their portfolio manager. It's investment management that truly puts you first.
