Waterfront Managed Investment Program
A world of solutions – chosen for you.
It’s a complicated world out there. Today’s investor faces an endless proliferation of choices when it comes to selecting an investment manager. How do you even begin to do the research and how do you discern which one is right for you?
Make it our job. We do the homework. We do the interviewing. We do the performance evaluation and monitoring.
We start by discovering what you have and what you want. We establish where your financial situation rests currently and what you would like your wealth to do for you in the future. From here, we can recommend which investing strategy and which investment manager is best suited for your portfolio.
Following a detailed manager-selection process, your Investment Advisor will work with one or more internationally reputable investment management firms to help you achieve your overall investment objectives.
Key Benefits of the Waterfront Managed Investment Program available through Wellington West Capital Inc. investment advisors:
- Your portfolio will be efficiently structured to address your objectives.
- We employ a group of experts to select the best managers for you and to monitor their performance.
- Your portfolio will be invested in individual securities.
- You pay taxes only on your own interest, dividends and capital gains.
- You know at all times how your portfolio is invested.
- You can see how your managed portfolio complements any other securities you may hold.
- You can request that certain securities be excluded from your portfolio, such as those where you may already hold a concentrated position or where you are an insider.
- You can transfer in securities in the same number that will be held in your managed portfolio without incurring capital gains on such positions at the time of transfer.
- You can request that certain securities be sold from your portfolio to realize individual gains and losses at the time of year-end tax planning.
- There are no trading commissions. Fees are charged as a percentage of assets under management and are collected quarterly in arrears. Investment management fees may be tax deductible for non-registered accounts and for Individual Pension Plans. Confirm your situation with your tax advisor.
- You will receive a quarterly report showing your portfolio on a consolidated basis including its performance and that of each of your managers against appropriate benchmarks.
We call this our Waterfront Managed Investment Program…especially designed and tailored for you.