Non-Discretionary or Traditional Investing Most of our clients appreciate being consulted in the investment decision process. They think critically and have an opinion, but they have neither the time nor the energy to get involved in the necessary research. This is why they count on us to raise ideas and bring about realistic and tailored solutions. Consequently, our management is highly customized. Each portfolio is unique and managed in line with macroeconomic developments. We can choose between a wide variety of “traditional” investment options, including Canadian and US equities and equity derivatives, new issues, fixed income products and investment funds, to manage your wealth based on your risk profile. You are kept informed of all the transactions as they occur throughout the year. Don’t worry, we will not contact you on a daily basis, but rather at a pace suited to your needs. Dominique’s management style is proactive, but not speculative! The quality of a good manager proves itself in the long term and in his ability to protect your assets in times of volatility. Crises will keep popping up! This is why it is so important to have a plan and stick to it. Most of our middle-aged (50+) clients are looking for a solution that provides:
Regular, predictable monthly income (dividend distributions)
Downside protection in market downturns
Sustained long-term growth
Dividend Growth Investment Strategy When it comes to income investing, it pays to go with Dividend Growth. This strategy has withstood the test of time by providing steady growth even during periods of volatility. By analyzing the trends throughout the decades, it is clear that dividend growers provide superior valuations and returns, not to mention persistent payouts during the ups and downs of the market. Historically, dividend-growing stocks have performed better than companies that cut their dividends or did not pay them at all. Dividend growers have not only enjoyed higher total returns but have done so with lower risks. Companies that have steadily increased their payouts have provided excess returns during periods of market volatility. Whether cyclical downturns or full-blown recessions, dividend payers have routinely outperformed other non-yielding assets. Fee-based programs Benefits This approach allows you to consolidate all your investment solutions under one all-inclusive annual fee based only on the assets. Incentives:
No commissions, eliminates potential for conflicts of interest
Aligns objectives of all stakeholders (account activity does not drive revenue)
Monthly account statements (discretionary and non-discretionary)
Detailed Quarterly Performance Reports (discretionary)
Annual Account Summary (discretionary)