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Our Philosophy
We have clearly defined ideas about how to invest successfully.  We believe quality of service is a key element of what we have to offer.  Click on the buttons below to learn more on these subjects.
Investment Philosophy

Our investment philosophy is built on four main tenets. We strongly believe that discipline is a primary key to successful investing. Systematic investment is the best way to ensure that you invest the amounts you desire. We are optimists but our world view is tempered by experience. There are five vital risks of investing and all of them have to be dealt with. Click on the buttons below to learn more on these subjects.
Systematic Investment

One of the all-time great investors, Sir John Templeton liked to say that the best time to invest is when you have the money. He recognized that there is always an excuse not to invest, but that time in the market is ultimately more important than timing the market. We wholeheartedly agree, but we would add that the best way to make sure you have money to invest is to pay yourself first. With our pre-authorized investing system, you can automatically have a preset monthly amount transferred from your bank account to your investment account, TFSA, RESP or RRSP at National Bank Financial.