Conserving capital

Our absolute priority is preserving the assets that have been entrusted to us. Paying strict attention to strategic asset allocation, we invest your hard-earned money for a reasonable and consistent rate of return with low volatility, retaining vigilant watch over your capital and diversifying your assets to offset downside potential. This helps everyone to sleep better at night.

We capitalize on the advantages of using professional portfolio managers and pension-style management to maximize the success and cost-effectiveness of your investments. The unique and exceptional Macquarie Integrated Managed Account (IMA) gives us flexible and unlimited access to the world's finest money managers at reduced fees. IMA also provides valuable research and due diligence, with no pre-packaged formats to follow. IMA enables us to create a truly individualized portfolio for you without bias that is fully diversified in terms of both managers and styles to provide superior down market performance. With IMA, you own the actual securities instead of units in a fund. In fact, the account enables you to hold as many as 50 different stocks at one time. I am proud to say that I am one of the top two advisors in terms of IMA assets in Canada.