Good investment management is about having a plan to mitigate risk, identify opportunities and anticipate your future needs. As one of the leading investment companies in Canada, we offer our clients an-extensive list of investment products to choose from and are able to structure innovative and optimal tax-efficient portfolio strategies that benefit from Growth& Income with a Global Perspective. Examine and analyze the investments in your current portfolio to determine whether they are suited to your circumstances and risk.

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1. Asset Allocation Whether you are saving for retirement, drawing retirement income or investing for future generations, we will work with you to create a portfolio with a mix of asset classes as unique as you are. This will help to balance the overall portfolio risk, performance, and volatility.

2. Diversification Everything in moderation, they say, and this holds true for a healthy portfolio. We make sure you are adequately diversified across asset types, sectors and geographical markets to minimize risks and prevent losses.

3. Rebalancing We adjust your asset allocation periodically to ensure your portfolio is optimally balanced. Rebalancing presents opportunities to increase investment returns and reduce investment risk by consistently buying low and selling high. Leveraging the investment experience of over 100 years of our Portfolio Managers, we look for quality companies that have a history, an ability and a policy of rewarding shareholders by way of earnings and sales growth, combined with growing dividends and/or share buybacks. Our stock universe includes Canada, the United States, Europe and more mature overseas markets. Ideally, we like to purchase these shares at opportunistic valuations and will not shy away from selling these great companies should the valuations become excessively expensive. We help individuals find the appropriate solutions to retirement, through detailed discussion of their goals and needs; both financial and personal. These retirement goals are then managed with independent investing into actively managed portfolios. These portfolios are designed to provide income, tax efficiency, potential principal growth, estate protection of our clients assets.

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