Discretionary Portfolio Management

" Evidence-based investing is grounded in the evidence that market-timing and security selection in relatively efficient markets are not expected to benefit investors after costs. Instead, investors are best served with efficient, low-cost portfolios that: (1) reflect their personal financial goals; (2) expose them to globally diversified sources of persistent market returns (such as asset class and/or factor exposure); and (3) help them manage their damaging behavioral biases." ~ Wendy J. Cook

There are hundreds of advisors who think they can consistently beat the markets. You know that in efficient markets, most out-performance comes from luck – not skill, and that trying to outsmart the market can be both futile and costly.

At Forshaw Wealth Management we pride ourselves in providing a solid approach that puts risk management first. Diversified portfolios are created to increase long-term expected returns and we insist on full transparency and investment reporting. 

The discretionary portfolios are tailored to meet each client's objectives and are opened through: 

  • RRSPs
  • TFSAs
  • RRIFs
  • Corporate investment accounts
  • Taxable accounts
  • Trust Accounts


Portfolio Inherent Risk

  • It is important to note that portfolios created, managed and monitored by Forshaw Wealth Management are subject to market fluctuations. The value of most investments, particularly equity investments, can be negatively affected by changes in general market conditions. 




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