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We believe in transparency. That is why all our investment decisions are made within a transparent framework that is available to you. You will have peace of mind knowing exactly how we are managing your money. No secrets, no surprises – just transparent, evidence-based investment strategies.
Aligning your portfolio with your strategic goals
Managing investment risk with clear policies and procedures
Honouring our fiduciary responsibility
Meeting regulatory and compliance obligations
As fiduciaries, we uphold the highest standard of care and always act in your best interests. Our investment governance approach, driven by the Investment Policy Statement, is designed to provide transparency, accountability, and a framework that guides our investment decisions, ensuring your portfolio remains aligned with your strategic objectives and values.
Part of this process is incorporating an Investment Policy Statement unique to you. Once we have created your wealth plan and identified your risk tolerance, together we draft your IPS. We view the IPS as the constitution that governs our relationship with you. An IPS is a document that describes your investment objectives and outlines rules for us, your portfolio managers, in managing your investments.
This section outlines your “what” and “why” and provides an opportunity to establish well-defined, quantifiable financial objectives.
This section outlines your key investment preferences including, risk tolerance, investment time horizon, asset class preference, ESG preferences, liquidity preferences, and constraints.
This section details your strategic asset allocation, based on your investment objectives and parameters.
This section includes information on the ongoing management of your investments, including rebalancing methodology, tactical asset allocation, and investment vehicles used to implement the strategy.
This section outlines our duties and responsibilities, including creating and updating the IPS, developing, monitoring, and rebalancing your asset allocation, monitoring costs and third-party providers, reporting performance and tax packages, voting proxies and assisting with private placements.
This section includes information relevant to the management of your portfolio and may include performance reports and market update letters.
The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document. Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor. Insurance products are offered through Wellington-Altus Insurance Inc. which is a separate company and not an affiliate of Wellington-Altus Private Wealth.
© 2023, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION.
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