Our Approach | Edmonton Investment Team | McLeod | BMO Nesbitt Burns | Investment Philosophy | Investment Policy Statement | Questions to Ask Us
We take a modern approach to proven investment strategies with an emphasis on common sense. We start with the time-tested principles that have guided our clients through several market cycles, and we continue to study and adopt new technologies that make the wealth management process more efficient.
Our Investment Philosophy
We believe that in order to achieve optimal results, a sound wealth management approach must balance four equally important principles:
Invest in quality for the long-term
Manage risks and limit downside
Control costs and justify fees
Consider tax consequences
Investment Policy Statement
Your Investment Policy Statement (IPS) is a written policy drafted and agreed upon by you and your Portfolio Manager.
Tailored to your financial situation, long-term objectives, and personal preferences or constraints
Explicitly defines your long-term investment policy and management guidelines
Guides all discretionary investment decisions made on your behalf
Can be reviewed and revised at any time
Questions to Ask Us
Before deciding to work with us, we encourage you to do your research and ask questions so that you can evaluate us against the many options available to you.
What are your professional credentials?
What experience do you have?
How do you evaluate investments?
How do you charge for your services?
Do you have any conflicts of interest?
What types of clients do you work with?
Can you provide samples of client investment portfolios and wealth plans?