FAQs about online investing

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How do you select the investments that will be in my portfolio?

Our portfolio management team comprising of qualified and experienced investment professionals select investment funds for your portfolio after a thorough research and analysis of available products.  Using a set of pre-determined criteria as a filter, we short-list a group of funds under different categories of asset classes from a universe of all funds available to Canadian investors.  We then adopt a bottom-up analysis that includes a deep understanding of the objectives of the fund, how the fund portfolio is constructed by the fund manager, various risks associated with investing in the fund, long-term performance track record, management team capability, and all costs associated with investing in the fund, to come up with a preferred list under each asset class category.  We select the most appropriate funds from this short-list to construct a portfolio that aligns with the investment plan personalized for our clients.

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