Our active and disciplined process starts by analyzing all funds available in Canada. Our screening process provides a list of the top rated funds for further review by our team. The team approach is to analyze the performance and fees against benchmarks and peers to find best of class products for our model portfolios.
Monthly, quarterly, and annual systems have been implemented into our procedures to ensure that the process remains disciplined; allowing for peace of mind that your investments are systematically reviewed and scrutinized.
It takes someone with insight and experience to say, “Does this plan make sense for my client? Is there too much risk in this asset allocation strategy?” This is something we take very serious to ensure the portfolio is correct for the clients risk tolerance, time horizon, and personal goals. You can rest assured; a true professional is at the helm.