Why We Are Different
We appreciate that selecting an Investment Advisor can be an extremely difficult decision for an investor to make. In order to help you assess whether David Zadak and his team are appropriate for you and your needs, we feel it is important that you carefully consider the following information as it describes David and Scott’s specific competitive advantage and what sets them apart from most Investment Advisory teams.
First, it is important to recognize that every Investment Advisor has only so much time in the day to look after their private clients and to monitor the performance of each of the securities in their clients' investment portfolios. David and Scott have a small, select, and manageable clientele, and, as such, pride themselves on having more time than the average Investment Advisor and Associate Investment Advisor to devote to the needs of their discerning clients through their highly personal and proactive approach to wealth management.
Second, our Group is also proud of the fact that they have more time than the average Investment Advisor does to read current events and news, and to study research reports published by various analysts. Consequently, using their quantitative-driven approach, they have a select list of investment securities that have been carefully screened for their attractive qualities, making it easier for them to keep track of suitable investments for their clients, and to regularly communicate his investment recommendations to them.
Additionally, David, through his extensive relationships with key people at BMO Nesbitt Burns and industry leaders in the natural resources sector, has excellent access to deal-flow, including new issues, IPOs and Private Placements*. David is also on a first-name basis with senior partners at BMO Capital Markets, and is therefore able to execute complex trades through BMO Nesbitt Burns' Block Trading, Facilitation, Equity Derivative and Special Handling Desks.
*The comments included above do not constitute an offer to solicit investment(s) in private placements, as they are subject to suitability constraints as well as certain eligibility requirements (i.e., Accredited Investors).