The core of the portfolio is constructed of global and Canadian investments selected by the world's finest professional money managers through the exceptional Macquarie Integrated Managed Account (IMA) platform. The IMA platform enables me to use these top money managers to provide a customized and well diversified portfolio designed to meet the client's investment objectives on a cost effective basis. Utilizing tools that help me evaluate the individual strengths of the best investment talent, I orchestrate the ideal combination of fund managers to smooth out the returns and reduce volatility, yielding optimal portfolio performance.

An exploratory component is composed of investments that capture the opportunities that arise from the changing economic environment — opportunities not usually recognized by traditional money managers until "the herd" has caught on. These investments can include Exchange Traded Funds, individual stocks, or speculative stocks that I buy in accordance with the client's risk tolerance and time frame. My goal is to build positions that will take advantage of opportunities before they are apparent to the Street, and to hedge the portfolios from economic storms.

The benefit of this approach is that it is designed to adapt to changes in the investment climate early on. The key is to always ask the right questions: what's going to happen, and how will most people react to it? How can we profit from that?

Please contact me to further discuss the proven benefits of my approach.