Capital preservation is our top priority. To obtain the best possible performance, my team and I select securities ourselves rather than investing in packaged funds.

My long-term buy and hold strategy has garnered consistent returns over many market cycles, without the emotional stress that a high-risk approach can involve. I select and actively manage stocks based on the depth and breadth of my experience, Blackmont research, our own independent research, and our thorough understanding of each client’s unique needs and preferences.

An important component of our service is helping clients identify and articulate their desires — many people come to us not knowing what they want or need. Through in-depth conversations about their lifestyle, income, age and goals we help clients determine their top priorities. We then work with them to ensure they understand the options, opportunities and risks that exist in the investment arena, and counsel them on the best steps to take given their unique circumstances.

An important distinguishing feature of The Stovel Investment Group* is our absolute commitment to keeping fees to a minimum.