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Asset-Based Fees

My Customized Approach to Investing

My investment style is ultimately dictated by the needs of each client. The asset mix in any given portfolio is a direct reflection of that client’s age, income, financial position, and retirement plans.

The portfolio for an older person approaching retirement or an affluent person looking to preserve wealth would contain a majority of interest bearing instruments. Given my background in the fixed income markets, I have an excellent understanding of the “time value” of money, and can structure an income portfolio that will be tax-efficient and provide optimal yield. I will tailor your bond portfolio to fit your specific needs.

The portfolio for a younger client or someone seeking more exposure to risk would be primarily composed of equity products, with a lower percentage of interest bearing instruments. I have been an observer of the Canadian equity markets for 14 years and the global equity markets for the past seven. This experience allows me to identify potential investment opportunities within Canada and also from around the world. As the North American economies continue to become globalized, an international investment scope is more important today than ever before.

It should be noted that, regardless of asset mix, my underlying investment philosophy is the same: long-term calculated investment decisions to achieve long-term growth and capital preservation.

 
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.