Personalized strategy

Initially, your portfolio manager works closely with you to help establish your financial goals. Next, we develop a personalized investment strategy, taking into account your unique needs and objectives.

To implement your investment strategy, we create a customized portfolio of equities and bonds best suited to your risk tolerance, income needs and financial objectives.

We then monitor and rebalance your portfolio frequently to keep pace with market conditions and to ensure that it continually reflects your investment strategy.

On a regular basis, usually semi-annually, we meet with you to report on your portfolio’s performance and to review our investment outlook. Our meeting also enables us to ensure that your investment strategy accurately reflects your current needs and objectives.