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Our philosophy for investing is simple. We choose a "core" for your portfolio that reflects your personal investment style, then we diversify this a little further through the "explore" portion of your portfolio. The result is a portfolio that predominantly reflects the level of risk you are comfortable with and the length of time you will need to access your money, but one that allows for access to various areas of the investment marketplace.
Core – A well-defined, long-term,
managed portfolio fund that addresses many areas of the marketplace,
is designed to suit an individual's level for risk tolerance.
Explore – Specific, more specialized investment funds that are focused on areas of the marketplace that may be under-represented or missing in the core portfolio fund. These funds can be adjusted and switched to take advantage of new funds or investment goals, or to reflect changes in your risk tolerance.
The approach we take to investing money is always evolving to reflect the changes taking place in the marketplace and the world. The "core and explore" strategy allows access to many areas of the market, but avoids the impossibility of choosing the "winners" in a vast array of investment funds. This approach acknowledges who you are and your investment goals. Periodic reviews of your portfolio are held in order re-balance and align it with your current goals and lifestyle.
Please call us at 604.688.5262 for more information on how we can help you.
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