Investment Philosophy

Our team approach requires that we first determine our client's investment style and performance tolerance. We take time to know the various fund managers with whom we invest our client's money.

Companies with exceptional long-term investment records are analyzed and new companies with established fund managers will also be evaluated. Some companies that we currently deal with include; 

Great West Life Maritime Life Acuity C.I. Clarington Fidelity Mackenzie Financial

Talvest Dynamic Templeton AIC TD Canada Trust Mutual Funds Royal Bank Mutual Funds

 
Our primary objective with our client's portfolio is to maximize returns and minimize the risk through diversification of funds, both in management style and global exposure. To accomplish this, we use different computer based software programs that give us the ability to analyze the long-term performance of the funds we are recommending.

computer based software programs that give us the After the investment portfolio is in place we can generate portfolio summaries that are accurate to the previous days close of the stock exchange or our clients may also access their statements over our secured internet site at their convenience.

Should any change within the client's fund mix be required to enhance the investment returns, Beacon Financial does not charge to make these switches.