Get a second opinion about your investment strategy.

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.

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.

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.

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 investments