"Plans are of little importance, but planning is essential.” – Winston Churchill

 

The Big Picture

In the large view, we carefully assess market trends, and with exclusive access to some of the top analysts and strategists in Canada, we are able to formulate an extensive perspective. Adding to this what we consider to be the fundamentals of our business--open communication and clearly defined objectives--we are able to monitor closely your investments and make necessary adjustments.

 

The Fundamentals

Like the foundation of any good structure, of key importance is the selection of quality materials. Therefore, building from the bottom up, equities are personally selected by your personal portfolio professional after a screening process that includes a thorough assessment of:

- The quality of a company's management and leadership
- Past performance numbers
- The position of that company within the marketplace