Senior Portfolio Manager
Markus started his career in financial planning with TD Waterhouse in 2007, at the eve of the worst financial crisis in over a generation. He quickly learned the importance of ensuring that every invested dollar is tied to stated goals by way of a comprehensive financial plan. The 2009 market crash, and the bull market that followed, also affirmed that every bear market is just a short-term interruption to a long-term permanent up-trend.
Before investing, ensure that you have clear, attainable and realistic goals for your money. Investing money in the markets without goals is gambling. We make sure that you have a financial plan done before investing dollar one.
Build a portfolio that best meets your risk level and objectives, taking into account the different life goals you’re looking to fund. Diversify but don’t diworsify: only add an investment to your portfolio if it effectively diversifies your portfolio.
We try to keep costs at a minimum without sacrificing quality, choosing active management only where it has proven to consistently add value. Even then, stick with fund companies whose own goals are aligned with our clients, who have proven to minimize fees and work toward lowering them in the future.
Maintain a long-term perspective and remember your goals and strategy. Don’t be greedy, chasing investment fads, hot stocks, or “stories”. Don’t fall for the fear-propagation of media or talking heads on TV. Review your investments (and your goals) regularly. Rebalance.
We’re focused on helping you meet your financial goals and growing your investments – not finding opportunities to cross-sell you a credit card, or how to pitch you on a new penny stock.