We believe that wealth is attracted to those who can most efficiently manage it. As such, our investment style focuses on four critical areas:
1.) Manage risk
2.) Manage relative performance
3.) Manage the effects of taxation
4.) Manage costs
Over 1,500 stocks are listed on the Toronto Stock Exchange, and over 6,000 mutual funds operate in Canada, not to mention bonds! This means that no investment advisor is capable of knowing the pertinent details of every security. Your advisors job is to know you, and then help filter the investment universe down into meaningful opportunities that are suitable for your unique situation.
Part of this filtering process involves creating an Investment Policy Statement which acts as your “play-book” when you encounter both opportunities and challenges. In fact, we believe that investors who religiously follow a systematic investment strategy will experience far better performance over the long term then those who chase trends. Indeed, our most important function is to help you write your Investment Policy Statement - and insist you stick with it.
