Professional Investment Advice

With a combined 75 years of industry experience, our advisors have seen it all.   From a financial crisis to a global pandemic, our advisors have guided clients through the worst of times for them to be able to capture the best of times.

Contact us today to get a complimentary review of your current investment holdings. 

Investment Strategies

• Value Investing using Stocks

  • Using fundamental analysis from the CIBC World Markets team, we can help identify companies that appear to be trading at attractive valuations. 

• Growth Investing using Multi-Manager Private Pools and F-Series Funds

  • Hand-selected growth managers vary in ability and past performance, but diversifying among them creates an opportunity to outperform the benchmark.  Trusting professional portfolio managers to select securities with stable, long-term growth potential, should help appreciate the value of your capital, but diversifying among these managers prevents taking unnecessary risk. 

• Index Investing using ETFs

  • Index investing allows investors to passively invest in a market index that matches a respective benchmark, like the TSX in Canada, or the S&P500 in the US.  This is the most cost-efficient way to get diversified exposure to the market by spreading your investment among the companies that make up that particular index.

Risk Management

Risk capacity is how much you can tolerate from an objective standpoint, but risk tolerance is unique to every investor. Understanding how to manage your risk tolerance can lead to better, more informed financial decisions while providing improved financial security. Using our knowledge of financial risk, we guide your financial decisions so that you can maximize your financial growth while limiting and minimizing your financial risk.

Market Analysis

Understand and maximize the impact of market trends and economic indicators on your investments. With the help of some of Canada's top analysts at CIBC World Markets, we review in-depth market research and analysis to identify risks and take advantage of opportunities happening in the global economy.

Portfolio Management

There are no cookie-cutter portfolios here.  We create and manage a personal and customized diversified portfolio that's based purposefully on your risk tolerance, time horizon, and financial goals.

Tax Efficient Investing

Investment strategies and financial instruments work better in different types of accounts.  We look for opportunities to either reduce your taxes on investment income or defer it indefinitely.  Either way, we strive to keep more tax dollars within your household. Some examples include tax-loss harvesting in non-registered accounts, holding interest-bearing securities in your registered savings/income accounts, and taking advantage of growth-oriented investments inside your tax-free account.

Performance Tracking

Monthly contact allows us to continually review and update progress over the phone, couple that with semi-annual meetings to make sure we're on target and we can ensure our clients are confident that their personal financial future is secure.  

Fees and Costs

We run a fee-based practice called Portfolio Partner.  There are no added costs for trading, special events, administration, portfolio changes, or time.  At the Watkins Group, you know exactly what you are paying and that cost only deviates by way of the market value of your accounts.  This fee charged in non-registered or corporate accounts is also tax-deductible.

Testimonials

"Open communication style, professional knowledge, and ability to understand our needs and goals allow my wife and I to rest easy, knowing our financial future is in the best of hands." B.G.