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...
Prudent Principles to Live By “Looking back, it feels like we made endless sacrifices for 30 years to create our wealth, and now we worry about preserving what we’ve built for ourselves, our children & our grandchildren.” Family Client of...
A comprehensive financial plan, when done correctly, can be an extremely valuable document and planning tool for every Canadian family. Although financial plans can be delivered in many different formats, one aspect of the document that should be...
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...
Family Wealth Challenges The creation of family wealth takes years of dedication, sacrifice, and hard work. Because of this, no family wants to be in a position where they need to create their wealth twice. Instead, they are desperately seeking the...
This blog will be considered Part 4 of a 4-Part series pertaining to Portfolio Implementation. Please view the Part 1 blog , Part 2 blog , and Part 3 blog. In Part 1 of this series I compare the design and implementation of a portfolio to building...
Oakville - Corporate Office
231 Oak Park Blvd, Suite 207
Oakville, Ontario L6H 7S8
(905) 827-8540
1 (888) 827-8540
