A portfolio managed to your plan
Long-term, evidence-based investment management from a Chartered Investment Manager (CIM®). The portfolio is built around your goals, and the decisions are made consistently.
The problem
When the portfolio and the plan drift apart
A portfolio is often put together one product at a time, recommended by different people for different reasons. Over the years it stops matching what you are trying to do, and nobody is watching it closely enough to notice.
What the service covers
How your investments are looked after
Portfolio design
A mix of investments chosen to match your goals, your timeline and the level of risk you are comfortable with.
Evidence-based approach
Decisions grounded in long-term research rather than forecasts or headlines.
Rebalancing
Bringing the portfolio back to its target mix as markets move, so the risk you carry stays the risk you agreed to.
Costs
A clear view of what you pay, and why.
Reporting
Regular reports you can read, and a person to explain them.
How it works
How it fits with your plan
Investment decisions follow from your financial plan. Tim reviews the portfolio with you as part of the same seven-step process, and adjusts it when your goals or circumstances change.
See the seven-step processWho it is for
For people who would rather not manage it themselves
Families, professionals and business owners who want their investments handled with discipline, without watching the market themselves.
What I value is that it’s the same person every time I call. Tim knows our history, so we never start from scratch.
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Questions
Common questions about investment management
Is there a minimum amount I need to invest?
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How is investment management paid for?
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Who provides the investment products?
Investment products are provided by Designed Securities Ltd., a Member of the Canadian Investor Protection Fund.
How often will Tim review the portfolio?
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From Insights
Book an introductory meeting
What happens in the first meeting
An introductory meeting takes about 30 minutes. You leave with a clear view of your current position, what a plan would look like, and whether working together makes sense. There is no cost and no obligation either way.