1501, avenue McGill College
|Our investment philosophy consists of advising clients on managing portfolios with a long-term view. We favour a balanced approach to investing, with the use of a broad range of asset allocation & diversification to be aligned with client’s objectives. This investment strategy helps reduce the portfolio’s volatility and clients' anxiety.
We begin by working closely with our clients to identify their goals and risk tolerance and to understand the nature of their existing asset base. This is usually done through a questionnaire and establishes a clearly defined written investment policy statement, which becomes the basis of the client’s ideal asset mix as well as our investment roadmap. We review our strategy on an on-going basis and evaluate potential adjustments in response to changes in economic conditions, market trends and client needs. This is a continuous process, which will provide you with confidence about your financial future and the piece of mind you deserve.
This is an ongoing consultative approach to developing a long-term relationship based on trust and integrity.