Skip to content

Our investment Philosophy

We believe in market efficiency, broad diversification, structured exposure to risk, and careful management of expenses and taxes. We also feel that a strategic investment allocation is the best method to implement our beliefs for clients.

Our Philosophy


Investing is an important component of the financial planning process. We believe that an investment policy and asset allocation should be created only after the initial planning process is complete and a target return is established. We also feel that mathematical optimization is the best method for designing a strategic asset allocation model. Optimization software from Kwanti assists us with this process.

We also recognize that clients have specific assets (individual stocks, bonds, gold) that they may wish to hold in their portfolios and we are typically able to meet these requests.



We believe in both active and passive management of investments. The active investments in our portfolios are utilized primarily to reduce risk and provide downside protection.

Get in touch

111 George St
Toronto, ON

Call Us

SUPPORT: 123 716 6879
OFFICE: +61 (123) 716 6879