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Portfolio Assessment

Get a full portfolio assessment to uncover potential risks, align for opportunities, and optimize your structure for a more successful financial future. 

360 Portfolio Review

We make your investments work more efficiently for you and your future, optimize your account structure, and when possible, reduce fees and lessen your potential tax liability.


You have a plan for your future and it deserves to be executed by a team of experienced professionals who are experts in establishing solutions for ongoing investment management. We will curate, monitor and adjust your investment holdings based on changing market conditions and your current goals.

Quality investment management is about having a plan to mitigate and manage risk, identify opportunities, and understand your potential future needs.

All of our clients have online access to their investments. They can view all of their investments, income received, fees paid, and the performance of their investments held at Manulife Securities Incorporated.

Top things to consider when reviewing your portfolio.

​Global Representation

Most Canadians are over invested in Canada.

Though Canada only accounts for 3% of global investable equities. Which means people are missing out on 97% of all other investment opportunities. As the average Canadian has 92% of their assets tied to Canada; that's a major concentration risk.

Expectations vs. Structure

Does your portfolio structure reflect your expectations?

Most portfolios do not reflect investor expectations. People usually have extremely conservative portfolios, yet complain about low returns. We start with understanding the client's financial capacity for risk and build from there. 

Under-Diversified or Over-Diversified

Do you have too many bank and railway stocks?.

Another common point of investment risk is when portfolios are under-diversified; for example, owning too many bank stocks or utility companies. Conversely, owning too much of everything (being overdiversified) introduces return risk and benchmark underperformance.


Understand the costs and know what you're paying for.

Many investors are unaware of implicit and external costs associated with their accounts. Fees are something we carefully review with clients. 

Tax Smart Investments

How is your advisor thinking about taxes when investing?

When you're in a higher income tax bracket, the type of investment and where you own it can have a significant impact on your after-tax returns.

Maximize Your Portfolio

A successful asset allocation strategy takes into account time horizons, cash flow, risk tolerance, return expectations, along with external factors like ever-changing markets. With extensive research across investment managers, mutual funds, and investment vehicles, we can provide insights and recommendations for both standard and advanced opportunities.

Monitoring Your Investments

The success of your financial future is too important to be left to chance. We'll proactively adjust how your assets are allocated to account for changing market conditions, contributions, and other factors. We monitor your accounts to make sure your portfolio stays aligned to your goals and objectives. We also monitor your investment performance to see how we can improve results overtime.

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