Investment Management
We create low-cost, tax-efficient portfolios to meet your individual needs.
Instead of gambling on a few individual securities, our portfolios follow a globally-diversified, evidence-based approach to capture market returns.
This approach helps us keep our fees low so you have more money to grow.
We ensure you have the correct asset allocation for your needs. We also ensure the correct choice and placement of assets in the appropriate account type to ensure maximum tax-efficiency.
Your investment portfolio will be globally diversified according to your needs. We follow an evidence-based approach. Instead of gambling on a few individual securities, your portfolio will contain thousands of securities diversified globally
Sometimes we can be our own worst enemies. People tend to react impulsively to recent news and events, and lose track of the big picture. When this happens people can make decisions that materially affect their long term goals. We help you stay the course and stick to your plan
As your investments grow it is important to stay on track. We continuously monitor your portfolio and rebalance you back to plan as market conditions change
We create portfolios using low cost F-class funds from Dimensional Fund Advisors (DFA), and exchange-traded funds (ETFs) from Vanguard, iShares and BMO. As new low-cost quality products emerge we may add them to portfolios. The decision about which funds to use in your portfolio will be made in consultation with your portfolio manager.
In the pages below you can explore the different fund solutions that may be applicable to you from DFA, Vanguard, iShares and BMO.
Dimensional Fund Advisors (DFA)
Vanguard Canada
iShares Canada
BMO ETFs
Full Service Wealth Management
Schedule a meeting and begin your full service on-boarding with a portfolio manager. Minimum asset levels apply.
Questions? Contact us via email, telephone or schedule a meeting.