Investment and Portfolio Advisory Process

Wood Ma Jorgenson and the Portfolio Advisory Team

We work with a talented and trusted group of partners to assist us in our investment decision process. We lean on their insights to provide us with macro and micro trends spanning economic status and trajectory, specific industry landscapes and individual companies’ outlook. Using their specialized advice and knowledge purposefully when designing our investment models allows us to service each client with the maximum confidence and care they deserve.

Below is an interview series we shot with Arthur Diochon, Head Strategist at the BMO Portfolio Advisory Team, addressing some of the key areas of focus in our investment management process.

What is the Portfolio Advisory Team?

 

Key Areas of Focus:

• Asset allocation decisions

• Day to day investment management

• Tax efficient investing

• Excellent risk-adjusted returns

• Tax loss harvesting

• Regular re-balancing

• Cash flow planning and matching

• Tailored alternative asset class investment strategies

 

Asset Allocation Determination

 

Benefits of Regular Rebalancing

 

Portfolio Advisory Investment Process

 

Dividend Growth Portfolio Overview