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Premier Portfolio Management

We help our clients create and protect their wealth in all markets and economic conditions.

Our Portfolio Management
Process

At Optimize Wealth Management, every client portfolio is viewed differently and uniquely. We structure our portfolios based on your particular needs and objectives. We factor in variables such as your time horizon, risk tolerance, return objectives, tax situation, company stock plans, and legacy positions. When it comes to matching a client’s objectives with an investment portfolio, ‘one size fits all’ has no place at Optimize Wealth Management. Ultimately, we build investment portfolios which make sense based on your specific goals, comfort level, and tax situation.

The Optimize Portfolio Management Process focuses on three key components to create wealth over time for our investors.

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Solid Large-Cap Public Companies

In selecting its direct equity investments, the portfolio management team looks for large-cap public companies which are trading at attractive valuation levels. In determining which companies will form part of the portfolio, a major emphasis is placed on ongoing liquidity, strong management teams, and a high potential return on investment.

Large-Cap Focus

Our investment approach focuses on investing in large cap companies which offer significant growth potential to our clients. This selection process results in companies which are very large, have tremendous management teams, and are expected to provide our clients with very solid rates of returns. As established companies with strong earnings history, they provide high levels of stability while they grow their capital and further entrench their market capitalization.

Fixated on Capital Preservation

To better protect our clients’ investment portfolios, we focus on identifying opportunities where the company’s intrinsic value based on our analysis is significantly above its current market value. These situations provide our clients with a larger potential margin of safety. We have found that focusing on finding opportunities with high margins of safety result in much lower risk levels and hence protect our clients’ investment portfolios much better than other investment approaches.

Highly Liquid and Easily Quantifiable

We put a major emphasis on both growing and protecting our clients’ investment portfolios during all market cycles. To grow our clients’ portfolios, we look for opportunities with solid potential rates of return offered by large, established companies. At the same time, we are constantly focused on preserving our clients’ investment capital by monitoring the ongoing economic conditions and market dynamics to assess whether or not to rebalance any investment positions.

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Dynamic Asset Allocation

The benefits of diversification are well known today – using an assortment of asset classes and sectors to improve potential returns while minimizing risk. This approach is fundamental to our portfolio management team. We all know that market conditions change and that is why we are so adamant to proactively rebalance portfolios throughout these periods.

Select the Optimal Allocations Using Sound Investing Principles

Investors need to focus on selecting the right investment allocations using sound investing truisms. Balancing risk and return objectives allow for a portfolio that provides growth while protecting invested capital and mitigating risk. Whether there is a growth or income focus, our investment team constantly reviews asset allocations to ensure they are at optimal levels. More importantly, finding the proper allocation for your goals is a key step of our financial planning process.

Dynamic Approach to Money Management

Allocations are regularly adjusted across and within Optimize Wealth’s Portfolio Mandates based on employing a quantitative investment process, using seasoned investment professionals with expertise in various facets of investment analysis. What’s more, in the search for the most comprehensive analysis, our investment team often taps insightful sources of information outside Optimize Wealth and it’s affiliate companies so that we are able to see the full picture.

Rebalance and Protect Against Downside During Volatile Markets

Investors can avoid significant losses by dynamically adjusting investment allocations during volatile markets. Capitalizing on market conditions during the good times and protecting those gains during volatility are a cornerstone of our investment philosophy. This process limits downside risk without sacrificing long term growth objectives. Our investment team reacts to changing market conditions along those principles to maintain stability.

3

Pension-Style Asset Classes

Once the exclusive domain of institutional investors and pension funds, these types of investments have become increasingly accessible to investors across Canada as they can be used to diversify portfolios, increase returns, and lower risk. In an environment of such low interest rates, adding these to a portfolio can have significant positive impacts. 

Proprietary Investment Screening Process

We focus on attractive niche segments, such as growth and income oriented funds managed by fund managers, opportunistic transactions in the public and private investment markets, and if the opportunity arises, select direct co-investments in operating companies. This focus allows us to find exceptional opportunities for our investors.

Expertise in Creating Value and Driving Returns

We are active investors that oversee our underlying fund managers and our other investments to achieve growth and improve returns. Building stronger, better investments for our investors and the securities in which we invest. This process creates a continuous cycle of adding value at every stage from top to bottom, throughout the lifetime of our investments.

Strong Stakeholder Support and Engagement

We regularly engage with a range of stakeholders, including individuals, investors, fund managers, and others who are affected by our business decisions and can contribute to our success. We are driven to provide our investors with consistently strong returns that are both repeatable, and above average. Our commitment to stakeholders is a key tenet of our organizational philosophy.

Experienced and Stable Investment Team

Optimize investment professionals and underlying fund managers come from a broad spectrum of investing, strategic consulting, and industry backgrounds. Our team of experienced investment professionals is comprised of seasoned local investors who know the asset class, understand the dynamics, and have extensive investing and business experience.

...And it doesn't stop there

Constant portfolio monitoring and regular client reviews ensures that everyone remains on the same page and is progressing towards the same goal. Implementing a client’s portfolio is of course just one of the many steps required in prudent wealth management. Portfolio monitoring on a constant basis must also be done as changing economic and market conditions will inevitably require ongoing portfolio rebalances. Furthermore, meeting on a regular basis with our clients to review their portfolio’s performance helps to ensure that everyone is clear as to the short and long term investment goals.

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Ongoing Performance Review Meetings

These meetings provide us with the opportunity to discuss market conditions, your portfolio’s performance, and any needed portfolio changes. These Portfolio and Performance Review meetings do benefit you a great deal in that we can bring you up to speed on how the markets and your portfolio have been performing. As well, they are important opportunities to ensure your portfolio is working for you.

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Constant Monitoring Across All Accounts

This is a critical component to properly managing investment portfolios as it ensures that not one account gets ‘lost in between the cracks’ or goes unnoticed. Monitoring your portfolio constantly and rebalancing when necessary ensures that your portfolio will provide you with attractive long term rates of return and ultimately provide you with the consistent value that you deserve.

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Personalized and Prudent Portfolios

The cornerstone of our portfolio management process is to align our clients’ specific goals and objectives with investment strategies which will deliver their required rate of return within a very prudent manner. This process begins and ends with listening to our clients about what is most important to them. We assess both the qualitative and the quantitative aspects of any individual’s situation prior to structuring their portfolio which helps to ensure that everyone is working towards the same goal.

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Our Constant Commitment to You

Once your portfolio has been set up, we ask that you commit to meeting with your Optimize Advisor on a regular basis to enable us to update you on your portfolio’s performance and the overall economic conditions. By meeting on a regular basis to discuss your portfolio, it helps to ensure that everyone is on the same page as it relates to your particular investment goals and objectives. These meetings are a great way to regularly evaluate your goals and ensure you are on the right track.

The Result? Implement an investment strategy you can rely upon and get the most out of your money.