Investment Philosophy
A disciplined investment strategy is a fundamental part of a well-prepared and effective financial plan. However one must not forget that the financial plan is actually the basis upon which I build an investment portfolio. My investment philosophy is based on building, creating and preserving wealth for my clients. By investing in solid, proven companies that are able to create value consistently, I provide personalized integrated wealth management solutions on an individual basis. My conservative strategies seek to achieve above average returns while reducing, as much as possible, unnecessary investment risk. This is further enhanced by investing in a diversified basket of non-correlated asset classes. This in turn reduces the common effect of the whole portfolio going up together and the whole portfolio going down together. The result is a portfolio that is less reliant on the market's daily fluctuations, and is instead focused on its long-term goal of obtaining and preserving wealth.
DundeeWealth, one of Canada�s leading independent wealth management companies, is committed to continually raising the standard in providing Canadians with access to the finest people delivering the best available financial products and services.
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