Our investment management process is distinct from most other financial firms in that it focuses on managing your risk – not your money. This method involves putting together a diversified portfolio of your assets, with a focus on preserving capital and growing your wealth over time.
We leave the actual investment management to the best out there, which we secure through a meticulous research process. We do not collect any compensation from managers for referring clients, which lets us remain objective and act in your best interests.
Our 5-stage disciplined investment process includes:
- Investment Analysis and Planning
- Portfolio Structure and Design
- Investment Manager Selection
- Measurement and Reporting
- Periodic Review and Adjustment
Our investment process is based on the merits of long-term strategic asset allocation, regular rebalancing with rigorous manager selection criteria, ongoing regular monitoring, and consolidated client reporting. We provide:
Investment analysis and planning
Your asset mix and investment policy ranges will be determined after we conduct a thorough analysis of your return objectives, risk tolerance, spending practices and any other potential constraints.
Investment manager selection
We diligently screen a wide universe of investment managers to identify those with a proven history of risk appropriate performance and stability. We then construct portfolios that are diversified across multiple managers and investment styles, in order to provide diversified risk-controlled solutions.
Portfolio structure and design
One size does not fit all, particularly when it comes to investing. That’s why we research numerous managers in order to recommend diversified solutions best suited to each client’s specific goals and objectives.
Measurement and reporting
Manager monitoring and evaluation is extensive and ongoing. We provide consolidated quarterly reports that show overall portfolio performance against relevant benchmarks and established return objectives.
Periodic review and adjustment
Knowledge is power, so we endeavour to provide you with just that. You will receive concise reporting, regular portfolio reviews and one-on-one attention in order to address any changes in your goals and needs.
For more information about our Investment Management services, please contact:
Senior Vice President Business Development and Client Relationships
416-640-8556 | toll-free 1-888-505-8608