10 reasons why you should work with us:

1. Our Focus on Affluent Clients — We choose our clients with discretion. To deliver a high quality experience we stay focused on the sophisticated needs of affluent investors and their families. We have shared in the vast experiences of our clients' lives and can pass on real life solutions to our client base.
    
2. Legacy — We create a Wealth Plan for each of our clients that they can use to pass on their wealth to the next generation. The Wealth Plan includes more than just the transfer of money; it also encompasses a client's legacy aspirations. To achieve this, we take the time to meet with each client's immediate family and to understand their values, priorities and wishes. This helps us realize each client's legacy aspirations and ensure that they are communicated and continued through the support of following generations.
    
3. Our Wealth Management Index™ for Canadians — Our unique quantitative ranking of your overall wealth management plan, highlighting strengths, weaknesses and potential opportunities.
    
4. Our Investment Philosophy — We deliver a consistent, repeatable, and unemotional approach that complements all asset classes and styles. No longer will you have a portfolio filled with "formerly good ideas at the time."
    
5. Our Investment Approach — We are manager of managers; for the most part we utilize third party, independent, discretionary investment counselling firms dedicated exclusively to security selection.
    
6. Rules-Driven Rebalancing — We systematically rebalance portfolios to remain consistent with the initial optimal asset allocation and manager mix. In the traditional model, portfolios typically drift considerably and, without a framework for review, are left unchecked and out of balance.
    
7. Incentive — We charge an asset-based fee. This revenue stream correlates directly with the direction of your investment value — rise or fall. In the traditional model, brokers work on a transaction based model where "turn" is a key driver of their revenue. We believe that there is a conflict of interest between trading commissions and a client's best interest.
    
8. Performance — Return is measured in the context of "risk-adjusted return." We want to assess how much risk is being taken for the performance that we are receiving. A high rate of return can be achieved with very different risk profiles. Performance attribution is rarely discussed in the traditional model. They may have "beat the market" but may have done it all in two stocks.
    
9. Real Returns — Not only do we discuss risk-adjusted returns, but we also present performance net of fees as well as after-tax. From our experience, clients rarely see this type of presentation.
    
10. Reporting — We provide reporting that is second-to-none. Most brokerage houses only provide clients with monthly statements. Our comprehensive reports inform you of rate of return, book value and cost analysis. In addition, we provide asset allocation studies and concentration analysis.