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CUSTOMIZED PORTFOLIO TO ACHIEVE YOUR FUTURE GOALS

  • Clients have unique personal backgrounds, professional experiences, future goals, and varying risk/reward profiles.

  • No two clients are exactly alike.

  • Each person requires a customized portfolio with individual investments designed specifically to achieve his or her future financial goals.

CONTRARIAN INVESTMENT PHILOSOPHY

  • We buy stocks which have temporarily fallen out of favour with the investment public.

  • There are endless examples to demonstrate the benefits of contrarian investing.

  • When a company experiences a problem, unfavourable news reports follow. The stock subsequently drops until it gradually recovers once the issue becomes resolved. We opportunistically take advantage of these events when they occur.

PROTECTION AGAINST DOWNSIDE RISK

  • Our top priority is to provide you with peace of mind.

  • Before we invest your money in a new idea, we carefully research its downside risk.

  • We actively manage the concentration of each asset class, sector, and company. This is to ensure that no position becomes too large.

  • Since 1930, dividends have accounted for 41% of the total returns on the S&P 500. Investments that pay dividends are often less volatile than those that offer no income. Almost all investments within client portfolios pay income.

EXCELLENT SERVICE

  • We offer the same personal attention to every client.

  • Some clients prefer no involvement in the management of his or her portfolio; others appreciate more regular communication. We accommodate both types of clients.

  • We reply to emails and phone calls on the same day you send correspondence. If we cannot resolve or properly address the issue that same day, you will at a minimum hear back from us to confirm we’re working on the matter.

HOUSE CALLS TO DISCUSS YOUR PORTFOLIO

  • Because our clients lead busy lives, we make house calls if necessary to discuss your portfolio, future goals, and personal finances.

  • Our team makes itself available outside of regular business hours to discuss your portfolio at a convenient time for you.

MONTHLY REPORTING

  • We are committed to provide a portfolio update at least monthly.

  • Our reports consolidate your investment holdings together into one simple and easy to read document.

  • Each monthly report includes our market outlook and commentary.

100% FULLY INDEPENDENT

  • Our firm is entirely independent.

  • We have no conflicts of interest and manage each portfolio in the best interest of the client.

SUSTAINABLE INVESTING

  • Clients occasionally ask us to avoid buying stocks in specific sectors that have caused environmental destruction or societal damage.

  • We have a “restrictions list” that adheres to each client’s particular instructions.

ARMS-LENGTH CUSTODIAN

  • All client assets are held in custody at the National Bank Independent Network (“NBIN”).

  • Our firm has trading authority over each account while NBIN is the safekeeper of client assets. 

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