i2i Private investment counsel
How We are different
Run by entrepreneurs, business owners and investment professionals
Much like you, we have started, built, and grown businesses. We know that business, investing, and your hard-earned savings are more than numbers in a spreadsheet. It is years of hard work, saving, sweat, and tears (but hopefully not blood). We can relate and understand the situations, goals and fears of individuals from all walks of life and see how best we can get you to your desired destination.
Bottom-up Discretionary Portfolio Management
We build our portfolios from the bottom up with a focus on the fundamentals and taking a long-term outlook on holdings. We tend to tilt portfolios more toward growth oriented investment opportunities while keeping a focus on quality. We are also aware of tendencies for Canadian portfolios to have a high degree of home bias and strive to mitigate this where possible.
Portfolio construction with performance in mind
We see a lot of the industry as moving more to a passive approach, eschewing active management. We view one of our jobs as building portfolios that will offer an opportunity to perform differently from the indices. It is ok to take an active approach to investing, after all, you probably didn’t get to where you are by being passive.
What we do
Planning and Review
First, we want to get to know you, understand your story, how you got here, and where you are trying to go. From there we can look at your current financial situation and ensure you are set up for success before the investment process even begins.
Alongside this, we will also review your current portfolio and assess risks and opportunities that we see and present a proposed state for your portfolio.
Portfolio COnstruction
Once we decide to move forward, we move to the portfolio construction phase and begin building and implementing a portfolio that will help you achieve your goals. While asset allocation is important, we also pay attention to ‘asset location’ to ensure the right assets are in the right accounts, as we take a total portfolio view and not an ‘account’ view of your portfolio.
Ongoing monitoring and reporting
Once the portfolio is implemented, we monitor it on an ongoing basis, making changes to holdings where required, managing tax burdens, rebalancing, and adjusting higher level allocations where appropriate.
We also provide regular statements, year-end tax documentation, and at your direction will liaise with other professionals (tax, legal, estate, etc.) to ensure your portfolio is aligned with all other aspects of your financial picture.
LEt’s grow together
If you want to learn more about our approach and what we offer, feel free to reach out through the form below.