If a client has realistic expectations as to what their money can do for them, then what we can offer is the competent management of their investment portfolio(s) in a friendly, professional, hassle-free environment.
To achieve an in-depth understanding of our clients' financial needs, we work closely with them to develop individually customized investment strategies.
An integral part of the investment process is keeping clients informed and educated regarding the status and progress of their investment portfolios. We accomplish this through the regular reporting of portfolio valuations and sharing our investment-thought- process through Visavis Client Communiqués, and through discussions with our clients.
In elementary terms, we rely on a simple and common-sense approach to investing. While some of our clients typically have discrete financial needs, in most cases revenue generation is the ultimate goal. Often of equal importance is preservation of capital: so while a fair return with lower risk may often be a secondary goal, it remains a determinant of a desirable balance.
For many of our individual clients, their investment portfolio constitutes their life savings, and we appreciate their delegation of such a responsibility. In general, we encourage our clients to be conservative in their expectations and prudent in the choice of asset allocation: For many, this implies a more conservative diversification: typically, less than 60% Equities.
Successful investing goes beyond just good stock picking: the key is judicious asset allocation and good judgment. As our investment decisions follow the allocation approach described above, each decision is made holistically within the integral context of the portfolio.
An integral part of the investment process is to keep clients informed and educated regarding the status of their portfolios and progress. We accomplish this via regular reporting of portfolio valuations and individual transactions on a quarterly basis.
We invite you to view samples of our previous client communiqués and quarterly reports, which may help demonstrate aspects of our investment thought process.
Visavis has been licensed [Registered] for over 25 years in Quebec and Ontario (with the AMF being our primary regulator) with an unrestricted practice to advise and discretionally manage investment portfolios.
All client assets are segregated and custodied at major Canadian financial institutions of clients' choice.
John Evdokias (B.Comm, Finance) is an industry veteran with more than 30 years' experience. John has served as a Stockbroker, Portfolio Manager, Analyst and Investment Counselor, in addition to being a Designated Registered Options Principal.
With over 30 years of industry experience, Catherine Shand (BA, CFA) brings a wealth of
expertise to her role as an Investment Counselor. Her investment philosophy centers on
"Growth at a Reasonable Price."
Cathy's passions extend beyond finance. She enjoys nature, literature, theater, and
museums. Her discerning taste for fine cuisine and spirits was honed during her time as
an executive with the International Wine & Food Society.
Jamie Ritchie, BA (Economics), CFA charterholder, has over 25 years of experience working with clients in the financial industry. He has recently joined Visavis as a Senior Investment Analyst, Business Development Executive and is licensed as an Associate Advising Representative [AAR portfolio manager] at Visavis.
We can help you with dependable answers to these questions, and any other pertinent ones you may raise.