Our portfolio management solution at Life Span Financial
Strategies is best suited to individuals who recognize the
importance and value of employing professionals with the expertise
to guide you in the right direction, every time. Our Portfolio
Managers offer a unique discretionary wealth management solution
that offers you comfort and security. We design diverse portfolios
that minimize risk, remain sensitive to ever changing market
conditions while continually optimizing returns. And our model
allows us to act immediately to opportunities and threats so you
can be assured that the best decisions are being made to take
advantage of every benefit for your portfolio.
More About Our Portfolio Management
Solution
Our highly experienced and knowledgeable Portfolio Managers
adopt the philosophy that every investment decision is
based on thorough pro-active research and a detailed assessment of
the clients' needs. We use this expertise to make the best possible
financial choices for you, ensuring that our discretionary
management model is completely guided by individual customized
personal risk profiles designed for every client. Our choices are
informed, disciplined and shaped by the highest compliance
standards in the industry.
Why Choose a Portfolio
Manager?
Choosing a Portfolio Manager to assist and guide you is an
important decision. Our Portfolio Management Team takes great pride
in helping grow your wealth, allowing you to focus on the things
that matter most in your life.
Many financial institutions are restricted to non-discretionary
portfolio management models that require client involvement on
every transaction. Under this traditional financial planning model,
your advisor needs written or verbal consent prior to the execution
of transactions. This can lead to inaction if your advisor cannot
reach you when an opportunity develops.
At Life Span Financial Strategies we provide discretionary
portfolio management to ensure the best possible positioning of
your investments based on your investment objectives, guided by
your personalized risk management profile.
In the discretionary portfolio management model, your Investment
Advisor has permission to execute transactions on your behalf,
allowing them to take prompt measures when circumstances warrant
immediate action. It is a relationship based on making the right
decisions to create the best possible returns for our clients.
What Makes Our Portfolio
Managers Unique?
Life Span Financial Strategies is unique in that 3 of the 30
licensed Portfolio Managers at Dundee Securities Corporation are on
this team; Portfolio Managers Gary Renaud and Janet Geiger, and
Associate Portfolio Manager Brenda Wilkins. Few wealth management
firms can match our collective understanding, disciplined process,
and competence in discretionary portfolio management.
We utilize third party research extensively for the purpose of
fundamental market and stock security analysis, in conjunction with
technical analysis.
Life Span Financial Strategies portfolio management service
provides all our clients with:
- Ongoing pro-active asset management;
- A detailed and personalized risk management profile;
- A short and long-term investment strategy;
- Ongoing monitoring of holdings;
- Comprehensive reports and reviews detailing the results of
investments;
- Unbiased access to a broad range of investment products;
- Customized account allocations within the portfolio design to
best meet income, tax and estate planning strategies.
Reports and quarterly reviews of both strategy and investment
performance will ensure that you are aware of the progress being
made and so that you remain on target for your financial plans and
your future.
Our clients benefit from having access to our unique MyPortfolio
section, where they can login and see their files, information, and
up-to-date market data. If you'd like to take a free tour of the
Client Centre, Contact Us.
