C.P.M.S.

22.27% annual return since 1985!!

CPMS (Computerized Portfolio Management Services) is one of North America’s leading independent equity research firms. Since 1984, their staff of qualified professionals has provided a broad range of portfolio analysis and equity return enhancement products. They have a reputation of delivering only the highest quality data. They provide data on more than 4,000 companies in North America.

Their equity products utilize reported fundamental and technical data, as well as economic and commodity data maintained in a user-friendly platform. They are designed to add value to all aspects of the investment analysis and decision-making process as well as client and prospect communications.

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Financial Planning

What is Financial Planning?

Financial Planning can be a life-long process that assists you and your family in taking control of your financial future. By setting financial goals, developing and implementing strategies, and monitoring progress on a regular basis, the likelihood of achieving your results is greatly increased.

There are usually five steps in the preparation of a professional financial plan:

1. An Opening Interview to assess your current financial situation and to identify your priorities and concerns.

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Mutual Funds For Grown Ups

Exchange Traded Funds (ETFs) are one of the most powerful investment products to hit the North American wealth management industry in recent years. No other investment allows all investors to use one product so effortlessly in managing both the long and short term.

With the rapid explosion in investor interest and media coverage, many have predicted the demise of the mutual fund. While this is obviously premature, ETFs will eventually surpass mutual funds in popularity.

An ETF is a single security that trades on a stock exchange, yet is composed of a basket of stocks. It is designed to track the performance of a specific stock market index, such as the TSX, the Fortune 500, or the S&P small cap 600. Other ETFs track specific sectors of industry such as energy or technology, specific regions or countries, or particular investment styles such as value, growth, or large or small capitalization companies, or bonds. There are currently about 1200 individual ETFs trading on North American exchanges in a huge host of asset classes.

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Investment Policy Statements

The Investment Policy Statement (IPS) is a written plan that we create together, to help guide your long-term investment goals. We tailor our Investment Policy Statements to each individual client. We will establish your time horizon, investment objectives, and specific income requirements that fit your unique lifestyle. We will design an asset mix that is adjusted for tax considerations, acceptable risk, liquidity requirements and constraints while achieving your required return.

The IPS is a living document that is revisited at each review meeting to ensure it is still valid and current.

Each individual’s unique lifestyle has a direct impact on the construction of his or her ideal portfolio. We don’t believe in a one-size-fits-all approach. Our clients have accumulated significant amounts of wealth and they require and deserve a highly personalized and individual portfolio that takes into account their specific goals and needs.