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Aligning A Portfolio With Your Goals
An architect wouldn’t design a custom home for a family without first asking many questions about what the homeowners are hoping to achieve (e.g. size, budget, form, and function). And the process of designing an investment portfolio should be...
Portfolio Design is Crucial – Here’s Why
In many ways, creating an investment portfolio is like building a custom home. At the outset you have a variety of options in front of you with sizes, amenities, and styles. The role of the architect is to design something that will be the right for...
Your Portfolio and Life Goals Should Always be Inline
An architect wouldn’t design a custom home for a family without first asking many questions about what the homeowners are hoping to achieve (e.g. size, budget, form, and function). And the process of designing an investment portfolio should be...
An Investment Fiduciary: The Services and Why it Matters
As the concept of fiduciary is being discussed more in the media and among Canadian securities regulators, we believe it is important to address this concept as it’s all about putting the investor-client interests first! We view...
Investment Fiduciary and The Integrity of Your Portfolio
As the concept of fiduciary is being discussed more in the media and among Canadian securities regulators, we believe it is important to address this concept as it’s all about putting the investor-client interests first! We view...
Lifestyle Goals-based Investing: A Client Tailored Approach
We are wealth architects whose sole purpose is to provide our clients with peace of mind by making their wealth sustainable. Goals-based investing is at the core of our investment philosophy, but historically this has not been the case for the...
Smart Portfolio Design Matters and Here’s Why
In many ways, creating an investment portfolio is like building a custom home. At the outset you have a variety of options in front of you with sizes, amenities, and styles. The role of the architect is to design something that will be the right for...
Piling into U.S. stocks? Don’t Expect the Past Decade to Repeat
The head-turning performance of the S&P 500 Index has many investors clamouring for more exposure to these five hundred stocks. This widely-followed barometer of mostly-larger U.S. stocks has posted total returns in excess of 18% in six of the...
The Services Of An Investment Fiduciary and Why it Matters
As the concept of fiduciary is being discussed more in the media and among Canadian securities regulators, we believe it is important to address this concept as it’s all about putting the investor-client interests first! We view...
