An array of investment strategies
Investment management
Invest in your future because we want you to reach your goals.
For the majority of us, accumulating wealth takes time. How long depends on a number of factors, such as how and how much you invest, how much you get to keep after taxes, and what your ambitions entail. Whether you’re looking to grow your money over time, generate income in retirement, or preserve your wealth for future generations, we can fuel your confidence in achieving your goals by working together to optimize your wealth, and protect your assets.
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We analyze external factors when it comes to your portfolio
Because we care about you and portfolio, our due diligence in the decision-making process for your investments comes from studying external factors such as global events, macro and microeconomics, and the markets at large. By analyzing risk and performance potential, while considering your objectives, we can allocate your assets between stocks, bonds, cash, and other investments for upside potential. That asset allocation — how many 'eggs' to put into any one investment 'basket' — is the number one contributor to portfolio stability, risk reduction, and performance.
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We find the right investment opportunities to fit your financial picture
Because we develop your personal wealth profile, we know what’s important to you. So, our process parallels our mission — to play a crucial role in your financial prosperity by applying our team’s expertise to your priorities. By using our insights and a carefully thought-out research and analysis process, we narrow the available investment opportunities to those that pass our screenings for capital preservation, growth potential, income, and other crucial factors.
Of course, potential return on your investments is important, but so is whether your security selections align with your short and long-term goals without you undertaking unnecessary risk in your journey. We also emphasize the diversification and tax benefits these investments can bring to your portfolio.
There’s more to investing than stocks and bonds:
- Mutual funds and ETFs
- Annuity options
- Real estate investment trusts (REITs)
- Alternative investments and structured products
- Professional asset managers and managed accounts
- Cash alternatives
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We keep an eye out, carefully monitoring your portfolio allocations to keep you on track
Monitoring the health of your portfolio allocations can be mental gymnastics, and we’ll happily take care of that for you. We craft a comprehensive investment strategy that reflects your ‘why’. This is the sum of crucial factors — who you are, what is important to you, and what you are looking to achieve financially. In doing so, we use the implemented strategy to guide us through the market’s inevitable ups and downs. Over time, when performance strays from your original intention, we intervene early on to adjust your investment selection or asset allocation to accommodate the current reality. Whether the stray is as a result of market performance or macroeconomic changes, we use the investment strategy we built together to maximize progress towards your goal under all circumstances.
Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Raymond James financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.
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- T 902.679.2881
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- Lovitt Plaza 368 Main Street Suite 107 Yarmouth, NS B5A 1E9
- T 902.742.8818
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