A better approach to
investing -
We focus on what is in the best interest of our clients.
We focus on providing a holistic wealth management approach customized to your unique and
ever changing situation.
We focus on clear, accurate and timely communication including full disclosure
around fees.
We focus on aligning our interests with low, performance based fees.
We focus on diversification, a fundamental approach to active investment
management, and investing only in high-quality
companies.
We focus on avoiding mistakes, avoiding overvalued securities,
and avoiding overvalued markets.
We focus on lowering taxes through structuring your affairs between taxable and
non-taxable accounts and implementation of low turnover, low tax strategies.
We focus on
sharing our passion for investing with our clients.
How does Scout Investments offer a better
approach to wealth management?
1.
We have a legal and ethical
obligation to put the best interest of our clients above our own. The reality is that Canada lags the world in
terms of investor protection and your current advisor has a duty to his
employer, not you. This is great for the
profitability of banks and insurance companies in Canada, but for investors it means
a lot less money for your investment goals.
2.
We care about our clients and
genuinely want to help them with straightforward investment solutions and with great
service. With the help of our partners
we offer our clients savings across investments, mortgages, and insurance with
a single point of contact.
3.
Canada has the highest mutual
fund fees in the world and lower fees are proven to be the single most
effective way improves the performance of your investments. With traditional mutual funds you will need
to save twice as much or work 10 years longer, on average, to ensure the same
retirement income as our low cost investment alternatives.
4.
Our investments are more tax
efficient than mutual funds. Our low
fees are also tax deductible and we will structure your affairs efficiently
between taxable and non-taxable accounts.
All of our investment strategies are low turnover and low tax. We keep trading cost down and taxes down in
order to keep more money for our clients.
Does your financial advisor, broker, or
mutual fund sales person, do all that?
Call to schedule a free 20-minute consultation today.
Scout Investments offer comprehensive
investment, insurance, and mortgage solutions at the lowest cost to our
clients.
1-800-795-6701
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