Archive for the ‘Portfolio Management’ Category

In today’s fast-paced financial markets, the allure of quick gains and overnight successes can be enticing, but it is crucial to remember that investing is a long-term journey, not a short-lived sprint.  As an investment professional,...

This blog will be considered Part 3 of a 3-Part series pertaining to Portfolio Monitoring. Please view the Part 1 blog and Part 2 blog. How Should You Measure The Success Of The Portfolio And Why Is It Important? Throughout this series we’ve...

Many affluent families that we’ve had the privilege of working with during our professional careers feel that – despite their diligent focus & strong work ethic – they’ve been blessed with both opportunity and people in their lives...

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...

An Investment Policy Statement (IPS) is the key document in a relationship between an investor and an investment adviser.  The reason for this is that the IPS, constructed properly, is the link between a client’s investment objectives and how an...

This blog will be considered Part 2 of a 3-Part series pertaining to Portfolio Monitoring. Please view the Part 1 blog. Effective Performance Analysis Requires Qualitative Insights The phrase stamped on every investment fund prospectus is something...

Nearly every financial and wealth advisor speaks of the importance of putting clients’ interest above all else. The words roll off the tongue. It is much harder, however, to back up those words with consistent, meaningful actions. In a blog from...

Once a portfolio is fully implemented, it is extremely important to monitor the portfolio structure to ensure it stays within the guidelines stated within the client’s Investment Policy Statement (IPS). I recently wrote a four-part series about...

After a thirty+ year career in the Canadian wealth management industry, I’ve learned many things.  One of my key learnings is that during bull markets – when ‘making money’ seems to be effortless – many affluent families become...

How can you find a great financial advisor – a true professional? This age-old question has long been answered with suggestions of requesting referrals from friends, doing internet searches, and asking standard questions of prospective advisors....