Portfolios are constructed and managed using a well-defined process that combines a top-down investment strategy – used to determine the asset mix and sector allocation – with a bottom-up security selection process. This ensures the portfolio is well diversified and properly positioned to take advantage of market opportunities as they present themselves.
Equity investments are selected through a Value Investment Philosophy with an emphasis on quality – earnings quality, dividend growth, consistent and predictable cash flows. We leverage BMOs top ranked Capital Markets research as well as a number of independent providers. We take pride in being different, and providing independent insight.
Our clients are primarily individuals and in many cases, second and third generations as well. Our investment process is tailored to highly successful business owners and executives who have amassed a significant nest egg and are in transition to the next chapter of their lives. The team has extensive experience dealing with personal holding companies, private corporations, and charitable foundations and in some cases, the treasury of public corporations.