PerformancePortfolio performance constitutes one of the main criteria in a client's selection of his/her investment advisor. Documenting this performance is, however, quite a difficult task for the typical investment advisor. We are proud of the performance we have achieved for our clients since 1998. Moreover, we provide each client a report every quarter showing the quarterly and year-to-date performance. Our systematic portfolio management strategy enables us to calculate accurately the return obtained for each investor profile that we manage. The differences in returns between clients who share the same profile are negligible. Each quarter, we summarily calculate the return for each profile and for each portfolio component, and we prepare more detailed calculations once a year. Through this exercise, we are able to know the performance of our Canadian shares or to verify results of such and such asset allocation strategy. These calculations have been done systematically since 1998.
|