Solutions designed to meet your needs
Our expertise is second to none. We will give you peace of mind with our comprehensive financial planning platform, personalized solutions and exceptional service.
Simplifying your life
Our specialty: Making it easier for you to manage your finances, no matter what your needs, goals or situation are.
Our wide range of services allows us to tailor our recommendations to each profile and work together to find the best solution for you.
Our purpose
Our team believes being patient and acquiring high-quality investments are the keys to long-term financial success. Our approach is aligned with National Bank Financial - Wealth Management's commitment to meeting all of our clients' needs.
Our approach
Whether you are a client or a prospect, and whatever your financial management needs, we are here to offer you personalized support.
Our team is dedicated to contributing to your financial success. We'll find solutions to help you achieve your goals.
Philosophy
My investment philosophy recognizes that we all have a limited amount of investment risk to utilize. Be patient. Wait for opportunities, then spend your risk chips wisely. Recognize that while markets can be irrational, you should always respect general market behavior. However, be pragmatic enough to utilize price changes. Be calm. As events unfold, be humble enough to continually look for flaws in the investment thesis - and adjust accordingly.
Investment Process
I start by recognizing the primary(macro) valuation factors that are driving asset prices. After applying fundamental, technical, and behavioral analysis - mispriced sectors and securities are identified. I then screen bottom-up factors such as: upcoming catalysts, insider trading, competitive positioning, and financial statement analysis to identify mispriced securities.
I build portfolios with securities that have skewed risk/rewards profiles, and accumulate only as opportunity arises. To unwind my positions, I identify if sentiment and price are over reaching and whether the macro factors are turning more or less favorable.
Terms
- Bottom Up = Developing a portfolio by finding securities that offer skewed risk/return profiles. Such that their potential return is not represented in the price, or that the level of risk has not yet caused the price to be corrected.
- Top Down = Formulating asset allocation by identifying the dominant macro factors which are influencing asset prices.
