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Our investment approach is focused. Our goal is to provide investment funds and products that offer superior risk adjusted returns while adhering to our clients specific goals and objectives. We use segregated funds for this core strategy.

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Our Investment Strategy

We believe that a well-balanced investment strategy must encompass several investment strategies, not simply a "one size fits all" approach. We can offer our investment management services through the use of a segregated fund.

We use various investment strategies to build our investors core portfolio holdings. After a lengthy process of getting to know our clients, we make recommendations to our clients core-holdings using suitable investments offered by leading fund providers.

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Our Investment Process

Together, we review your investment objectives and goals. This process could be either stand-alone, or in conjunction with an overall financial plan. Part of this process may involve asking open-ended questions, and typically involves a complete analysis of your current investment portfolio. The process we typically use to gather information is formally known as "know your client". Know your client gives us the ability to gain an in-depth picture of your finances, investments, and objectives. It is important to us that our clients feel comfortable allowing us access to this important information, so we take the time to explain why it needed and all relevant steps throughout the process.

Once we are comfortable we have the information that we require including your investment objectives, risk tolerances, we will then present to you an investment strategy that we feel compliments your objectives in a suitable manner. Our strategy aims to differentiate ourselves in the marketplace by offering you a superior portfolio design using multiple fund managers, investment companies, and investment thesis's.

Once we have presented our strategy, we encourage our clients to take time to review and ask us questions. We aim to have a lot of great client engagement in our investment planning process. When both the advisor and the client feel that a suitable investment strategy has been presented, we will then take steps to implement the strategy. This could involve transferring assets or making new contributions.

As part of our commitment to our investors, we continuously monitor their investments for ongoing suitability purposes and to track progress and growth. We encourage our investors to plan at least one annual meeting to review their investment suitability and make sure their investment strategy is on track to meet their retirement objectives, and adjust if necessary. We believe that an investment plan should be unique and 'fluid', meaning there will always be the potential to make changes and adjustments as our relationship grows.

Our Portfolio Philosophy

Core Strategy: The core strategy is the traditional component of a portfolio. This portfolio tends to be more risk-based and investor aligned, liquid and market-oriented. We believe the best way to invest in a ‘Core Strategy’ developed with your advisor is through an investment company and fund manager that most resonates with your investment circumstances and philosophies.

Get a second opinion about your investment strategy.

Our Investment Strategy

Our Investment Process

Get a second opinion about your investments