The majority of our clients are in discretionary fee based portfolios. This structure allows us to provide objective advice, trade efficiently, and offer comprehensive wealth management as part of the package. Information on our discretionary platform is as follows....
Managed Portfolio Account (MPA)
As Portfolio Managers, we can manage your investments on a discretionary basis. This means clients do not have to be involved in the day to day investments decisions. Portfolios are managed based on each clients objectives, risk tolerance and goals as clearly laid out in the investment policy statement. For those with busy schedules, who travel frequently, or simply don't want to be called every time a trade is placed, this type of portfolio is perfect. It allows us to act efficiently, and in a timely manner, without having to bother clients every time we need to place a transaction. Only a select group of Investment Advisors qualify as Portfolio Managers, based on accreditation and experience. We are proud to be able to offer this service to you.
Asset Mix Management A key determinant to successful investing is an appropriate mix of assets - cash, stocks and fixed income. Using recommendations from BMO Nesbitt Burns' Research Department, we work closely with our clients to develop portfolios that are tailored for them. We will recommend changes to the portfolio mix as our clients' personal circumstances change over time.
Prudent Security selection For investors with a long-term outlook, equities have historically outperformed other classes of securities. Drawing on the expertise of not only BMO Nesbitt Burns' industry leading research, but also external providers such as JP Morgan, S&P and Morningstar, we will recommend a well-diversified portfolio of Canadian and/or U.S. equities to help meet each client's needs for capital growth. Once sector allocations have been determined, we turn to the task of selecting specific individual investments. For equity investments we look for the following attributes. - Leaders in their industry with established barriers to entry - Long-term track record of steady and consistent dividend growth - Strong earnings growth with attractive future outlook. - Globally diversified income streams. - Reasonable valuations relative to earnings, historical range and competitors. - Well positioned to benefit from macro business and market trends. - Good corporate citizens While we take a long-term approach to selecting investments we may make short-term decisions based on current economic decisions and market volatility.