Guardian Capital Advisors LP What We Do
Your trust is our most valued asset. To establish and maintain that trust, we provide individual attention and crystal clear transparency. Every Client has an individualized Client Profile, created by a dedicated investment professional. A Client Investment Policy Statement makes all the details of your Investment Program visible and easy to understand. We also offer a very complete wealth management and planning ecosystem, with access to a broad array of investment services including insurance and estate planning. When you work with Guardian Capital Advisors, you build a real alliance - for life.
Client Profile
After first understanding your goals, we then structure a customized Investment Program, to clearly understand the specific risk tolerances – and return expectations – for each Client. We have also developed a detailed Client Profile, which contains all the information we need to link your investment expectations with the deep investment expertise of our Portfolio Managers. It also forms the foundation for creating an effective Investment Policy Statement. To get anywhere, you must first chart the course. We do this together with you, for the best possible results from your portfolio.
Investment Policy
The Client Profile is the first step in setting up a custom-designed Investment Program to achieve a Client’s personal objectives. It achieves this by highlighting the desired risk tolerance, formulating specific investment guidelines, and outlining income versus capital growth preferences. The specific Client goals and objectives are then outlined in the Investment Policy Statement, which is reviewed on an ongoing basis to ensure it continues to reflect the wishes of our Clients. After all, things change. It’s important to maintain a clear view of the road ahead.
Relationship Management
Each Guardian Capital Client has a dedicated Portfolio Manager or Relationship Manager, who works closely with each Client to design the appropriate Investment Program, oversees each portfolio and provides ongoing investment advice if Client circumstances should change and/or market conditions should change. The Client/Portfolio Manager relationship is a partnership. Each investment Portfolio Manager has experience in tax-effective investing
Reporting
Guardian Capital believes in total transparency and easy to understand reporting. We provide each Client with a comprehensive quarterly Investment Statement highlighting the asset allocation, sector weightings, securities held, historical performance, etc. As well, each Client statement is available online and portfolio holdings can be viewed on a week-to-week basis.
Strategic Network
Through the Guardian Capital Group of Companies, each private wealth Client has access to a broad array of financial services and products. Our relationships include accountants and estate planners, insurance products as well as institutional and offshore banking through our affiliated partner companies.