As a trusted investment advisor, I am committed to providing clients with a high level of personalized advice and service. This process begins with a meeting to review your background and current situation. A profile is created to take into account your risk tolerance, time horizon and objectives. A strategy is then designed and reviewed with you. After implementation, quarterly reviews are performed to examine the progress of the account and to update any changes in your situation.

In addition, an annual meeting is held to discuss performance and to discuss any material developments that may impact the chosen strategy and any amendments.

Two factors are necessary to develop and maintain a portfolio with steady, long-term growth and risk minimization. First, long-term investment success is the result of having a disciplined strategy. The second factor is to take a common sense approach to selecting investments. My investment approach is a long-term conservative style with a value bias.

If you would like to develop a relationship with an advisor, which focuses on investing within the framework of your priorities, please contact me at kdolan@researchcapital.com or 416-860-8664.