Investment Management

We listen to you. At the Newman Group, we believe that many different investment solutions can lead to your success. Uncovering the ideal investment solution for you, will better able you to handle all of the inevitable ups and downs of investing.

Perhaps you prefer to be interactive in the ongoing management of your portfolio, or perhaps you prefer to be more hands off. Whether you prefer stocks and bonds, funds, investment consultants, wrap accounts or a combination, we can offer the solution that is right for you.

Let us show you how listed options and futures contracts can be an effective tool for risk management and increase your overall yield and return.

We believe that the heart of every investment solution should be a disciplined framework and a plan of execution based upon sound and experienced judgment.

Learn about our detailed investment process below!


Our Investment Process

At the Newman Group, we have a process for getting to know your circumstances and managing your wealth that includes adherence to the highest standards of financial planning and money management techniques.

Due Diligence

We embark on a thorough due diligence of your circumstances through our financial planning work book. This helps uncover all aspects of your wealth such as liquid and non-liquid assets, pensions, insurance, tax opportunities, intergenerational wealth transfers, corporate assets and more.

Analysis of your Current Situation

We analyze your current tax situation, portfolio and likelihood for success via Scotia's TM Bestmix analysis. This money management tool is widely used by institutional money managers such as pensions and governments to try and assess the most efficient investment combination of assets to strive for the greatest amount of return for the least amount of risk.

Investment Policy Statement

After assessing your optimal asset mix based upon your needs and circumstances ascertained through your financial plan, we craft an Investment Policy Statement to ensure we maintain a disciplined trajectory through all the ups and downs.

Rebalancing

Successive re-balancing assists in the pursuit of attempting to buy low and sell high. While timing the exact inflection point of a market is difficult, buying when assets are getting cheap and selling as they get more expensive helps build and protect wealth over time.

Tax Considerations

What you make on your investments is important. What you keep on an after tax basis is even more. Throughout the year, we advise you of opportunities that can lower your tax burden for both capital gains and/or regular income. Corporations, Inter-vivos Trusts, Testamentary Trusts and insurance can help build wealth, offset risk and lower tax. Where prudent, the use of leverage can lower a tax burden.


Please contact us today for more information.

 

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® Registered trademark of The Bank of Nova Scotia, used under licence. ™ Trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management™ consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. ("SCI"). Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of SCI. Insurance services are provided by Scotia Wealth Insurance Services Inc., the insurance subsidiary of SCI. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Underwriters (Financial Security Advisors in Québec) representing Scotia Wealth Insurance Services Inc. SCI is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. The Newman Group is a personal trade name of Greg Newman and Allan Newman.

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