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Investment Management
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Investment Management

To structure an effective portfolio, we combine different but complementary money managers and strategies, and diversify by country and investment style, within an open architecture framework.

The foundation for our actions is always the consideration of your goals and risk tolerance, as set out in your Investment Policy Statement, or IPS. Your IPS is our financial blueprint for your success. It is an individualized document that helps us to identify and define your real needs, desires and concerns and assess your risk tolerance. It drives everything we do on your behalf.

One of the most important elements of investment management is keeping you on track. To do this, we:

• Assess our adherence to your Investment Policy Statement (IPS);
• Communicate to stay in touch regarding any changes;
• Conduct investment analysis and review, looking for dangers such as style drift, loss of process, loss of staff, or loss of investment principles;
• Provide financial road signs — that is, benchmarks that indicate your progress at key junctures; and
• Rebalance to optimize returns.

Services Include:

• Fixed income
• Investment alternatives
• Equities
• Tax-advantaged investments
• Customized investment strategies
• Special situations (unique needs not part of your long-term plans)
• Corporate cash flow management
• Hedging and monetization strategies
• Custom structured guaranteed investments
• Online access
  • Envoy — Live 24/7 Internet access to account information, market data, news and investment research
  • Electronic monthly statements

Products Include:

Equity Investments

• Equity and preferred share instruments from all major North American exchanges
• Open and closed end mutual funds
• Investment pools and structured products
• Equity linked notes
• Options

Canadian and US Fixed Income and Money Market Instruments

• Government Guaranteed Bonds
• Canada and Ontario Savings Bonds (CSBs and OSBs)
• Strip bonds
• Commercial paper
• Treasury bills and bankers’ acceptances
• Corporate bonds
• Mortgage backed securities
• Guaranteed Investment Certificates (GICs)

Alternative Investments

• Hedge funds
• Income trusts
• Managed futures
• Real Estate Investment Trusts (REITs)
• Principle guaranteed notes

 
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.