Get access to the widest array of investment options and the highest level of financial expertise in the industry

 

Our clients trust us to choose from a range of investment solutions, which means more diversification, access to the best industry research and the top investment managers.

We provide our clients with Discretionary Portfolio Management because it’s:

  • More agile

  • We can quickly trade in and out of positions

  1. We can sell position if research or analysis tells us the price is about to decline

  2. To capture short-term gains on a volatile stock to generate additional return

 

  • More transparent

  • Clients know exactly what investments they hold and what they paid for it

  • We know exactly what we own and why

  • We can better describe to our clients what they own and why

 

  • Tax-efficient

  • As portfolio managers, our fee is tax deductible 

  • We can structure the portfolio to produce tax advantaged income such as capital gains, dividends and return of capital


As Portfolio managers, we’re not limited in terms of the types of investments we’re able to include in the portfolio:

  • We can hold stocks, bonds, preferred shares, mutual funds, exchange traded funds, even hedge funds

  • Our stock selection is based on thorough, fundamental research 

 

  • With Fixed income, we prefer to use fund managers rather than create our own fixed income bond portfolios:

  • At the retail level, attractive fixed income is hard to come by

  • Mutual funds provide us with access to high quality fixed income from around the world

  • Global fixed income gives us wide range of investment selection and credit quality

  • We use Exchange Traded Funds (ETFs) to give us very selective exposure at low cost

 

  • Lower fees

  • We’re able to be more efficient and therefore charge less

  • As portfolio managers, our fee is tax deductable for qualifiying accounts

 

  • A wider range of services offered

  • In addition to managing investments we also:

  1. Provide ongoing financial planning

  2. Communicate regularly via blogs, newsletters, emails and seminars on a wide variety of financial topics 

 

Testimonial:

"As my portfolio manager Andrew has provided excellent service. He has broad knowledge and effectively uses his access to various databases and analysts. He always makes time to discuss my ideas for possible new investments or option strategies and will research a stock to assess its suitability. He monitors the stocks key to my strategy and calls me to suggest trades. I am very pleased with our working relationship and my portfolio performance."

- Kay, Sept 2020

 

Let us show you how discretionary portfolio management can work for you

The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.