Our approach to diversified asset class allocation is focused on creating the best possible investment experience for you and your family. Your personal portfolio(s) are customized according to your:
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Personal goals and circumstances
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Long-term investment objectives
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Tolerance to equity and bond market volatility
Each portfolio is built and monitored around your unique financial situation, however, our clients’ portfolios typically fit into one of the following six categories: Capital Preservation, Income, Balanced, Growth & Income, Growth or Aggressive Growth.
The Central Theme
The following portfolio strategies and investment concepts form the foundation of our investment philosophy:
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Disciplined and structured portfolio construction process (no knee jerk reactions).
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A well diversified investment approach consisting of 7 to 12 asset classes depending on the size of the portfolio.
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Major asset class categories include Fixed Income, REITS & Trust Units, Canadian Equity, U.S. Equity and International Equity.
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Exposure to higher return equity asset classes (value company stocks and small company stocks).
Lower portfolio turnover means lower overall transaction fees, less portfolio drag, and less taxes – resulting in a more efficient and streamlined portfolio.
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Portfolio rebalancing to ensure that your portfolio is consistently in line with your long-term investment objectives.
