Even the most risk-tolerant individuals do not put all their capital into speculative securities. All investors need to ensure long-term stability with capital growth through a predictable wealth management strategy to preserve their assets for the future.

I liaise closely with leading Blackmont wealth management experts who construct financial strategies to address my clients’ financial needs for every life stage. Some of the platforms we use include Blackmont’s Integrated Managed Accounts (IMA) platform and the Disciplined Leadership™ Strategy.

Blackmont’s Integrated Managed Accounts (IMA) Platform

The IMA platform’s top managers and their teams provide you with a well-diversified, high quality portfolio at a lower cost and with lower risk than most individually-designed stock portfolios. They have access to high calibre information and teams of professionals dedicated solely to investment products. These top managers are well equipped to monitor your holdings frequently and to make decisions without emotion, which is very difficult for clients and investment advisors to do.

The IMA program also provides you with one of the most detailed account reports available. Plus, management fees* are tax deductible and typically less than with many other investments such as mutual funds. Our IMA professional money management platform provides me with limitless product options to truly and fully customize your portfolio so that it meets your needs and goals. I can choose from among many investment options without bias as there is no incentive for me to choose one over the other.

Whether it is an equity portfolio of stocks or mutual funds, or a fixed income portfolio of bonds, debentures and/or GICs you need, we will work together to design a portfolio tailored to your lifestyle needs and goals.

Disciplined Leadership™ Strategy

One of my preferred IMA investment tools is the Disciplined Leadership™ strategy, which focuses on building and protecting your wealth through a disciplined buy and sell strategy.

As David Burrows, President of Barometer Capital, states, “Most investors make good decisions but lack confidence. Critical mistakes they have made in the past continue to haunt them and they fail to act at key junctures. Investors may know what securities to buy — but rarely do they know when to sell.”

I rely on Barometer's Disciplined Leadership™ strategy to identify the key underlying trends at play in the marketplace, their ability to make tactical use of cash and how they place particular emphasis on the protection of capital.

If you would like more information about our IMA platform or the Disciplined Leadership™ approach to investing, please contact me at any time.

 
*Applies to non-RRSP accounts only.

The comments contained herein are general in nature and professional advice regarding an individual’s particular tax position should be obtained in respect of any person’s specific circumstances.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.