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Our Investment Beliefs

financial advisor with a man and a woman

We believe in active management

  • We believe in active management as opposed to passive management. Active management can add value through downside protection and deliver less volatile investment returns over time.
  • Our goal is to set realistic short and long-term investment returns expectations. Our financial professionals seek out the right investment solutions based on your profile and financial goals.
  • We partner with ‘best in class’ investment firms to provide you with mutual funds and managed portfolios that strive for consistent performance through the ups and downs of the market while adhering to the highest ethical standards.

We believe in a structured investment approach

  • Our financial professionals always put your best interest first, recommend a structured approach to regular savings and provide investment solutions based on your goals.
  • We believe in a structured investment approach that requires regular evaluation and monitoring as your personal and family goals change.
  • We use a team-oriented approach driven by seasoned financial professionals.

We believe in asset allocation and diversification

  • We believe that asset allocation strives to create an asset mix that will provide the optimal balance between risk and return.
  • Our financial professionals create a diversified investment portfolio to enable you to achieve your short and long-term goals by reducing risk and enhancing potential returns.

We are committed to providing unbiased tailored advice

  • Our knowledgeable financial professionals are specialists in serving only the Canadian Armed Forces community thereby having a deep understanding of military life and your personal values.
  • Our salaried financial professionals provide unbiased investment advice and solutions to achieve your financial goals at every stage of your life.
  • Our commitment is to provide a consistent approach to service excellence, creating peace of mind, and financial health and security for you and your family.