“We can’t direct the wind, but we can adjust the sails.”

- Thomas S. Monson

Our Priority.

OceanFront Investment Counsel’s priority is navigating your wealth through the various life stages and market environments you will experience. Our independent processes aim to maximize the probability you will reach your desired destination.

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    Discretionary Portfolio Management: the Portfolio Manager registration category is subject to the highest Canadian regulatory standard for education and experience compared to other types of advisors. As fiduciaries, Portfolio Managers are bound by a legal obligation to act in your best interest.
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    Process Driven: our investment process follows a rules-based approach that is integrated with your Wealth Map. Our objective is to achieve or exceed the rate of return assumed in your plan to help you achieve your family’s life goals.
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    Risk Management: management of risk within the scope of your objectives is a key element of any investment strategy. We use several methods and tools to evaluate and manage the risks of our model portfolios, including the use of diversification to structure a portfolio of asset classes with complementary features, a systematic sell strategy for our actively managed equity strategies, and ongoing review of the global investment environment to evaluate portfolio positioning.

Our Model Portfolios.

Portfolio decisions should always be made within the context of your individual risk tolerance and objectives, which should be clearly defined. OceanFront Investment Counsel has 5 different target asset allocations, structured to match each stage of your investment lifecycle.

OUR AFFILIATE PARTNERS