We take the time to get to know our clients and develop a personal relationship built on trust, expertise and a thorough understanding of goals and objectives.
We run well-constructed, disciplined, strategic portfolios that generate strong risk adjusted performance for our clients.
We strive to invest in ethically and socially responsible companies. While we focus on performance and risk management, we also strive to being a positive contribution to the environment and the community.
PDF Version In the past a balanced portfolio typically meant to have roughly half of your holdings to be equity (stocks) and the other half to be fixed income (bonds). Some people use a 60/40 weighting, respectively. In economic studies, there is the idea of economic cycles also called boom/bust relationships. […]
PDF Version How your savings accounts really work: RRSP, TFSA, LIRA, LRSP, DB, DC The government has created multiple structures to help Canadians save efficiently and have a retirement that relies less on full government programs such as the CPP (Canadian Pension Plan) or OAS (Old Age Security) and more on individual savings: RRSP, […]
PDF Version Managing the accounting firm independence constraints: All the large accounting firms have stringent procedures when it comes to investing. This is mostly due tovarious scandals that happened in the past where audit clients’ information would be passed around a firm and employees, often partners from the same or different department would have access […]
