CONSULTING
Our Consulting Services
Our extensive background in finance and investment management allows us to offer a variety of financial consulting services to different client groups. Our consulting engagements cater to high-net-worth households, family offices, financial advisors and small asset management firms. Call us to learn more or to arrange a consultation.
Individuals & Families
Unhappy with your current financial advisor? Not sure how to assess their performance? We can help you measure the performance of your current advisor across a variety of quantitative and qualitative metrics and help you determine if you’re getting value for the fees that you pay.
Looking for a new financial advisor or wealth management firm? We can help you sort through the myriad of choices available in the Canadian money management landscape and help you find a solution that’s right for you. We can even help you negotiate better investment management fees!
Financial Advisors & Family Offices
Our consulting services help financial advisors and family offices looking to expand their security research capabilities. Our services include:
- Setting up competitive financial data resources on a budget
- Automating routine and repetitive tasks to save time and money
- Constructing quantitative security selection models
- Asset allocation modelling
- Developing a risk management framework
- Analytics and reporting
- Performance measurement and attribution
Outsourced Asset Management Services
Growing an asset management firm can be challenging in an increasingly competitive market. Senior personnel may be overburdened trying to balance responsibilities in operations, sales, marketing and research. Help them focus on what’s important by outsourcing some of the work to us.
- writing marketing commentary
- preparing regulatory documents (ie., prospectus, MRFP)
- analytics for monthly fact sheets
- preparing presentation slide decks
Please call us for more details or if you have any questions.
