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Private Investment Counsel

Investment Philosophy

 

Man relaxing in a chair on the beach The fine balance between preserving capital and growing it responsibly

Our Portfolio Managers focus on careful diversification in Canada and around the world to balance risk and reward over time.

We seek to minimize risk levels to safeguard your peace of mind

Risk is managed in two important ways:

  1. Carefully diversifying portfolios to potentially reduce overall volatility. Your holdings are diversified across asset classes, sectors, industries, geographic regions and often management styles, according to your specific needs.
  2. Comprehensive research into the securities selected. While we will take overriding economic trends into account, more emphasis is placed on research into each individual company.

We work to reduce costs

We strive to manage investments at low cost. The lower we can keep fees, expenses and taxes, the higher your potential return.

Economies of scale translate into lower transaction costs for our clients. Your Portfolio Manager will also carefully consider the tax implications of all investment strategies and decisions. In addition, discretionary investment management fees may be tax-deductible for non-registered accounts, which could further reduce your after-tax costs.

As a TD Waterhouse Private Investment Counsel client, you will enjoy a competitive fee schedule. Your Portfolio Manager will be pleased to detail the excellent value you will receive.

Contact us today

If you want the benefits of a custom-tailored investment portfolio, please take a moment to locate a Portfolio Manager and arrange a meeting.


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