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INVESTORS
The Investment Management You Deserve
Imagine being on an equal playing field, where your investment decisions are treated with the same respect and priority as the ultra-wealthy.
FINDING TIME
The financial services industry produces an endless supply of do-it-yourself books, seminars, and courses offering to teach you how to make appropriate investment choices. More-and-more, you are expected to be fully conversant in the investment markets, but so few of us have the time.
INVESTING IS A FULL TIME JOB
The belief that training firemen and nurses how to be Warren Buffett is the right approach just seems wrong to us. We believe investment decisions are best left to those with the requisite credentials and experience, and whose sole focus is the stewardship of their clients’ investments.
PRESENTING PORTFOLIO MANAGEMENT
A discretionary portfolio manager has the requisite skill and expertise to look after your investments and manage them for you, making buy or sell decisions without requiring instructions from you directly. The concept is to strip away poor investment behaviour by entrusting professional investment managers to make the appropriate investment decisions to meet your needs.
UNDERSTANDING THE DIFFERENCE
In traditional channels, most advisors do not have discretionary authority and must operate within the agreed-upon limits to achieve your stated investment objectives and take direction from you directly. This means you are recommended a product while the ultimate decision to execute is left to you.
GIVING YOU ACCESS
Knowing that the majority of your clients’ investable assets are under the stewardship of professional money Through portfolio management, pension funds and ultra-wealthy families have long enjoyed investment advantages over individual investors due to their larger scale. Portfolio managers are beginning to understand that their expertise can help a greater number of Canadians, having reduced household minimum sizes to as low as $50,000, in order to address the needs of a broader spectrum of investors., you are enabled to focus on deepening client relationships, and adding value by further understanding some of their other needs such as tax, insurance, and legacy planning.
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