Each client's portfolio is built in consultation with the client
, based on their financial goals and investment style.
To adequately keep track our clients’ investments, we created a model portfolio
. Securities held in an individual portfolio are selected within the model portfolio. The selection process is a function of client's objectives. This strategy enables us to closely monitor
all of our clients portfolios at once.
Mid and Large Capitalization Stocks
We select our mid/large capitalization stocks based on our own analysis and on the resourceful BMO Capital Markets research.
As a matter of fact, we are backed by the best research team
in the business. BMO Capital Markets or one of its predecessor firms have been ranked first in research in every Brendan Wood International Survey since 1980. (1)
Small Capitalization Stocks
With a selection of small caps we are able to snap up little-known firms
with great prospects
for future share price growth.
As our client asset base is limited as compared to institutional investors (mutual funds or pension funds) it is possible for us to take positions in small capitalization companies which can ultimately have a meaningful impact on overall portfolio performance.
We also occasionally purchase very small portfolio positions in order to "incubate" investment ideas whose potential may require time in order to be realized.
We also provide our clients full estate
and retirement planning
We have the experience and the know how to provide sound advice!