Our Philosophy

Our Philosophy

Our Core Business Philosophies

The Graham-Dixon Group specializes in providing quality investment management and comprehensive financial planning to affluent families and businesses.

• We believe in keeping things simple and understandable.

• We believe in focusing on people, not products.

• We believe that clients shouldn't have to worry about their finances, as that is what they are hiring us to do.

• We believe that clients should have a plan and should stick to it.

• We believe in focusing on controllables; asset mix, management fees, taxes and conviction.

• We believe that the key to successful investing is consistency and risk minimization.

• We believe in investing in high quality securities and utilizing time-tested strategies, while minimizing taxation.

1. A balanced approach to investing
2. Ease of contact
3. Fast and efficient follow-up
4. Regular communication and performance reporting
5. A thorough understanding of you total financial situation
6. Access to BMO Nesbitt Burns research which has been ranked #1 in Canada for 26 consecutive years
7. Clear answers to your questions