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

“Happy with the results, easy, professional communication, always helpful”

- Lida, April 2024

 

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