Our Approach
Success in life can quickly lead to complexity. More choices, more decisions, more details.
The more you own, the more you achieve, the more complex life can become. Rather than enjoying their accomplishments, many people start feeling owned by it all.
We can help simplify things. Through a single and direct relationship with your wealth advisor, we can provide you with access to a whole world of integrated wealth management services and solutions, customized to the lifetime goals and requirements of your lifestyle, your family and your business.
We believe it is important to begin with your goals. Whether you are seeking to create, build or protect your wealth, our approach is to identify your gaps, risks and opportunities.
Our team can guide you through the ideas and strategies that are right for you. With an extensive range of services, we address wealth accumulation, retirement income planning, credit solutions, risk management and estate planning (as it relates to your investments).
Together with our in-house team of experts and specialized partners, our approach is to analyze your circumstances and design a customized strategy in alignment with your goals. That helps us to identify the right solutions for you at the right time.
We will work directly with your own personal team of advisors to ensure a fully integrated plan.
Our team can provide the ongoing management, monitoring and updates to help keep you comfortable, confident and liberated.
Our process
Discovery - We determine your long-term financial goals, and
income requirements, as they relate to your investments.
Alignment - We define risk tolerance, and outline your investment horizon. Aligning the "how" of investing with the "why," we ensure that your portfolio reflects your own financial, philosophical and intellectual comfort levels.
Assessment - We outline the investment conclusions from steps 1 & 2. The management of the portfolio is defined, the asset mix is determined, and the plan is carefully reviewed with you to ensure that you are comfortable with the strategy.
Execution - We implement the plan once it has been reviewed and agreed upon. We work to seamlessly handle every detail of the portfolio construction.
Evolution - We monitor portfolio positions, asset allocation, risk profile and performance. These activities are performed on an ongoing basis in an effort to achieve your specific personal financial and investment objectives.
Our Philosophy
Our overall investment philosophy is based on five basic principles: asset allocation, portfolio structure, use of specialized managers, tax efficiencies relating to investments and continuous management of your portfolio. These principles all work together to ensure you are well-positioned to assist in meeting your long-term financial goals.
We believe that financial markets are efficient in the long run, but can be inefficient in the short and medium term. Our belief is that the world economies and financial markets are cyclical in nature. Our investment process focuses on identifying mispriced securities to create diversified client portfolios designed to outperform over time.
We screen Canadian, U.S. and international stocks and fixed income products in our search for undervalued securities. We strive to be the wealth advisors of choice for corporations and high net worth individuals who are seeking long-term peace of mind for the management of their investment portfolios from a team that focuses on meeting clients' needs first.
Products and services
- Investment Choices
- Financial Planning
- Ambassador Portfolio
- Retirement Planning
- Investments
- Insurance & Estate Planning
- Portage Investment Program
- Institutional Clients
- Trust Advisory Services
- Basket & Private Pools
- Compounding Interest
- RESP
- RRSP
- RRIF/LIF
- TFSA
