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Contact Us

Michael Hayden
Blake McLennan
Taren Carroll

Address
1 First Canadian Place
39th Floor, P.O. Box 150
Toronto, ON
M5X 1H3
Map

Our Process

Our focus is on the long-term accumulation and conservation of your financial resources. Whether your goal is to build your assets, protect your savings or improve your cash flow, we have the ability to structure a successful path. With our step by step process we work with you to develop these goals.

Investment Philosophy

  • Historical data demonstrates that over the long term equities outperform most other traditional asset classes

  • Owning a basket of individual companies

  • Use of technical and quantitative analysis promotes a sell discipline and optimizes timing of purchase decisions

  • Portfolios must be dynamically rebalanced with investments that provide the most favorable risk/reward potential


Our Process

STEP 1
  • Initial Discussion

  • STEP 2
  • Review existing positions and consider options

  • STEP 3
  • Presentation of Draft Portfolio

  • STEP 4
  • Implementation of Portfolio & Plan

  • STEP 5
  • Periodic adjustment & goals review