Our vision is to grow
To grow solid client relationships. To grow our understanding of our clients’ needs and objectives. To grow and mature along with our clients. To grow and adapt to the ever-changing challenges in the world. To grow with our community.
You wouldn’t take a long road trip without a map. In the same way, you need a road map for your financial future. An investment plan looks at where you are today and where you want to go. Then it leads you through all the steps you need to get there.
Our investment process:
I: Discovery and creation of your Investment Policy Statement. The IPS identifies your goals, objectives, constraints and articulates risk tolerance, which guides asset allocation and portfolio construction.
II: Financial planning. A consistent and actionable investment planning process through a diversified portfolio of "traditional” (cash, fixed income, equities), and "alternative” asset classes (hedge funds, private equity, real estate) and intensive due diligence. As changes occur, we change your plan.
III: The investment process — Implementation, monitoring, review. We monitor, measure and evaluate your results, review, and adjust as needed. Gather information.
Estate and succession planning. A recent study found that 39 percent of affluent Canadians have made no attempt to address estate or succession planning. Critical elements to create a successful estate plan are to start early; communicate with everyone involved; and get professional help where needed. Your estate and succession plans should be built around the unique characteristics of both your family and your business.