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.

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.

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.