Portfolio Manager and Investment Advisor
1501, avenue McGill College
Institutional Style Management
Risk management is the number one priority in our allocation process. As we put protection first, our clients’ portfolios are carefully constructed to withstand moments of market pressure. Our informed approach to asset allocation focuses on building investment policies designed to meet our clients’ risk return goals. In every step of allocating any specific asset class, we determine the precise amount of risk we are prepared to allocate to them. By keeping our risk budgets strategically balanced, we contribute an added degree of diversification, surpassing the industry standards for portfolio management.
As we pride ourselves on our strong relationships with our clients, active communication is foundational to what we offer. On an ongoing basis, you will receive comprehensive information from us to keep you informed and up to date.
You can expect detailed statements of your account, electronic access through Gateway, our online client information centre, and face-to-face reviews on a regular basis as needed.