INVESTMENT APPROACH

No matter your level of investment sophistication, we believe your involvement in our process is one of the keys to the success of your investment goals. So answering your questions or concerns is always at our fore. It's cliche to say but there's no ridiculous investment question to ask us, no matter how "basic" you may think it is.

 

This connects to what we believe is another vital key to success - regular communications. As such, we avidly plan and follow a regular schedule of contact, so you're not left guessing as to when you will hear from us again.

Coding

When it comes to structuring your investment portfolios, our philosophy is to pursue a strategy for smoother and more robust long-term portfolio returns based on your overall financial goals and comfort with investment risks.

Each portfolio is uniquely built with consideration and allocation given to two segments:

1. Base Portfolio Segment

The primary goal of this investment segment is to invest your money in a manner to earn regular investment income in return, through interest and dividend payments to your portfolio.

2. Pinnacle Portfolio Segment

The primary goal of this investment segment is to amplify the returns of your invested money by way of generating excess risk-adjusted returns on your money. Note, however, that this is not an active trading strategy.

Financial Reports

In establishing and deploying your portfolio's investment strategy, we make use of a variety of investment products, depending on the portfolio's objectives and size, including:

  • Mutual Funds

  • Exchange-Traded Funds (ETFs)

  • Guaranteed Investment Certificates (GICs)

  • Bonds

  • Stocks

  • Options

In providing investment management services, we manage a number of different types of accounts, with all in Canadian Dollars (CAD) and most available in US Dollar (USD) versions as well:

  • Non-Registered Accounts (cash, margin)

  • Tax-Free Savings Accounts (TFSAs)

  • Registered Retirement Savings Plans (RRSPs, including Spousal Plans)

  • Registered Retirement Income Funds (RRIFs, including Spousal Plans)

  • Locked-In Retirement Accounts (LIRAs)

  • Life Income Funds (LIFs)

  • Registered Education Savings Plans (RESPs, including Family and Individual Plans)