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“To invest successfully over a lifetime does not require stratospheric IQ, unusual business insight, or inside information. What’s needed is a sound intellectual framework for decisions and the ability to keep emotions from corroding that framework”

Warren Buffett
World’s greatest investor

Portfolio Management

Many Canadians are overwhelmed when faced with the ever-increasing number of available investment options. Tremendous variety, coupled with the influence from countless institutions, contributes to the confusion.

Our team has developed a process to create an investing framework called the Portfolio Management System.

The initial step is an analysis of your risk tolerance, time horizon and objectives for the money you wish invested. Once the desired risk profile is established, a Portfolio Management System is developed.

This system identifies the risks of investing, and aims to minimize those risks while achieving your personal benchmark of investing. As Warren Buffet states, we develop an intellectual framework to make investing decisions and we stick with that system to ensure that our emotions do not corrode it.

This method requires discipline and patience, but we consider investing to be about long-term accumulation of wealth, without the need for high risk or speculation.

With a Portfolio Management System in place, regular reviews and updates are scheduled to accommodate changes in interest rates, market sentiment and political forces. Clients take comfort from the fact that our team of professionals continuously observes and assesses the changing investment arena on their behalf.

If you would like to receive information about the Portfolio Management System or speak to a member of our team about your overall portfolio plan, please contact us by filling out our information request form.

Disclaimer: The information contained herein is for AB, BC, MB, NB, NS, NL, ON, PEI, QC and SK residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.