Mission Statement & Ian's Philosophy
Life is full of opportunities. For professionals, high-net-worth families and other busy people in the community pursuing their passions, it can be tough finding the time to pause and plan for the future from a financial perspective.
That's where our team of professionals comes in. We help you take a broader look at your overall financial picture and clarify your priorities. Knowing that balancing all aspects of your financial situation can be a complex matter, we have developed an organized and disciplined approach to help you achieve your goals and attain financial security.
Through our national network of related companies, our clients have access to a complete range of financial services - including convenient, competitively priced investments, savings, insurance, mortgages, tax and estate planning products.
Recognized for our honesty, integrity, personal service and commitment to our clients' success, we work hard to earn your trust and establish long-term relationships.
By providing the perspective you need to invest in your future, we ultimately help you to live your dream.
Our Investment Philosophy:
Our style and belief as Investment Advisors is to build portfolios for clients with a tactical core. This gives us the ability to make asset-class changes that allow us to take advantage of market shifts. We also believe in complimenting the tactical core of the portfolio by buying strategic investments that will further enhance returns on the upside, while also protecting returns on the downside. These two components are rebalanced as necessary to keep in line with the portfolio's asset allocation relative to long-term returns.
On the equity side, our preference is for quality companies that pay dividends. Canadian content is important, but we always try to keep an eye on the world. Whether it be Income, Value or Growth; we look to buy at a reasonable price.
At the heart of our philosophy is a disciplined process that includes not only the regular review of client portfolios, but also the regular assessment of each client’s situation by profiling their risk tolerance. This process helps to ensure that the asset allocation is suitable.
We are a group of client focused financial service professionals, with over 50 years experience in the financial services industry.
Experience and know-how matters, understanding that your concerns and requests are important and need to be taken seriously, this is our focus. Our team will always respect the task at hand and the client we are dealing with.