Plan Types

We believe that our investment principles are key to long-term wealth creation and preservation.  Aligned with leading manufacturers and portfolio managers, we offer Segregated Funds, Mutual Funds and Private Wealth Management solutions that are custom tailored for you.  Here are some things to consider:

Plan For A Lifetime Of Wealth

To maximize the choices you have in life, you need to plan for a lifetime of wealth. We can help you to create a plan that ensures you can meet your needs and the needs of your family throughout your life. If your financial goals include providing for future generations, contributing to charity and leaving a social legacy, we can help you with this too.

Understand Yourself

Successful investing means different things to different people. Your financial character and what you want your money to achieve provide the standards we use to plan for and measure your lifetime wealth and success. Your standards – your definition of success.


You’ve heard the saying,” Don’t put your all your eggs in one basket.” This holds true when it comes to investing. It’s wise to own securities of many potentially great companies of different sizes, in different sectors, with different management styles, operating in several countries. Taking a chance on one company, of one size, in one sector, operating in one country carries a lot more risk. We use the expertise of investment managers based in major financial centres around the globe. Diversification is a means of limiting risk and stabilizing the returns of your portfolio. One of the easiest ways to diversify is through the use of investment funds.

Asset Allocation

This means choosing the right combination of asset classes (e.g. stocks, bonds, real estate, alternative investments, commodities, and cash) within your portfolio and deciding on the relative weighting of all your chosen investments.

We understand that neither returns nor risk should determine investment decisions, but the interplay between the elements of a portfolio.

Although an investment may appear unattractive at a certain time, it may be exactly the thing to own in a comprehensive portfolio because it may perform well when other investments do not. The result is a reduction in the volatility of your portfolio.

Keep To The Plan

Investing for life is easier said than done. There will be days when staying invested or investing new money looks like the wrong thing to do. Others will be selling at the moment we are buying. We will be selling when others are buying.

Many world events affect investment markets such as war, political crisis and social upheaval. These events lead to either panic or happy excitement – the two great enemies of lifetime wealth.