Our process
Your financial journey will be as unique as you are.
Our client portfolio managers provide tailored discretionary portfolio management solutions, exclusively with you in mind.
Client discovery
Discovering where you want to go.
We tailor our conversations to the clients’ unique situations, starting with an understanding of life or business stage, goals, risk tolerance, liquidity needs, and time horizon.
Wealth management plan
Mapping your financial future.
A well-thought-out plan will align your unique goals and situation. After carefully understanding your needs, your dedicated client portfolio manager will create an Investment Policy Statement (IPS) designed to achieve your financial objectives. Your client portfolio manager will recommend a tailored investment mix including cash, fixed income, equities, investment funds (including Guardian Capital funds), and alternative investments, to best suit your needs.
Implementation strategy
It’s not about speed but strategy.
A plan is only as good as its actions. Our investment approach incorporates the assessment of economic trends, global opportunities, individual security analysis, as well as collaboration and dialogue with external and internal trusted advisors to ensure your portfolio and IPS strategy remain aligned over time.
Review and analysis
Looking back to refine the path ahead.
Customized performance reports are provided quarterly – including portfolio valuation, transaction history, and fund look-through – for a comprehensive view of your portfolio. As your goals evolve over time, your client portfolio manager will work with you to align them to your IPS.