- Meet Our Team
- Our Process
- Our Services
- Contact Us
Toll Free: 1 800-661-7423
800 Manulife Place
10180 - 101 Street
We know that the most effective financial advisory relationship starts long before we look at the numbers. It starts with taking the time to discuss and understand your values, your aspirations, your current situation, and how these affect the people that matter most in your life. This knowledge is crucial to developing a plan that fits you perfectly now and can grow with you to meet your needs.
In dealing with our clients, we follow a disciplined process that first focuses on understanding a client’s current situation, determining motivators, defining needs and identifying resources. We work with clients in developing comprehensive strategies and selecting solutions that go beyond just wealth accumulation and wealth management and incorporate risk management, tax planning, asset protection estate and succession planning.
We take a consultative approach to working with you that continuously evolves as your situation changes. We believe you can significantly enhance the way you invest and your overall financial success through our personal attention, expertise and ongoing counsel.
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For some investors, maintaining a traditional account simply doesn’t suit their needs or lifestyles. These individuals prefer to enter into a relationship with a personal Portfolio Management team to take them to the next level of investing. You have the peace of mind that comes from having a direct connection to the people making the investment decisions. It is a win-win situation.
Ken and Stephen are Portfolio Managers, meaning we trade on a discretionary basis for the majority of our client base. This means we are Fiduciaries, and thus have a legal responsibility to act with care, honesty, good faith and always in the best interest of my clients. Investment decisions therefore must be independent and free of bias. The result is a higher level of trust placed on Portfolio Managers. We will assess your needs, design an investment strategy, and demonstrate a total commitment to acting in your best interests every step of the way.
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Protecting Principal or Risk Management is the overriding theme of everything we do. We believe that risk management is not a choice, but a necessity. The core of our portfolio management philosophy is focus on capital preservation and long term growth. If we are to accumulate capital over the time-span we have available, the most important thing we can do to ensure your success is not suffering a large loss of capital.
Our universe of investable securities is narrowed using a quantitative/fundamental screening process. Once we have our screened universe, we look at the condition of the market so see if we should be adding, trimming or selling positions. The exact timing of those moves is determined by technical price action of those investments. A final cross reference to analyst research is performed to identify any red flags.
Emotionally driven decisions are not part of our investment process!
We would like the opportunity to show you how our process will help you.