Navigating a Changing Investment Landscape

Providing Confidence to our Clients in an Evolving World

The world is constantly evolving - Your Investments should evolve too. The manner in which investors achieve diversification has changed over the past 20 years, and will continue to change into the future. Diversification today is not as simple as in years past where a portfolio was considered diversified by simply investing in a mix of industries, regions or asset classes. In today's world, being properly diversified has taken on new meaning and is even more vital given globally integrated economies and close linkages across capital markets.

Diversification in today's markets means having exposure to opportunities in fast-growing emerging markets, investing in both large and small companies, incorporating different investment styles and strategies, and holding a broader range of fixed income investments.

 

At De Thomas Wealth Management we understand and anticipate the evolution of the investment landscape. We continually strive to provide new and innovative investment strategies to ensure that our clients are in the best position to achieve their investment objectives. 

 

TOBAM

Passive Investing 

Most Canadians do not understand or know the cost of thier investment portoflio. Fees can include the expense ratio of the investment, advisory fees, or transactions charges. We focus on reducing fees as much as possible, and since we do not charge any trading or commission fees of any kind, the only fee you pay is for our professional advice and services - which ensures that more money stays in your pocket. 

Active Management  

 

Do you know the asset allocation of your portfolio? Poor diversification could diminish your portfolio's risk-adjusted return. Diversifying across multiple markets and asset classes historically has provided a better risk-adjusted return over the long term.

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Alternative Strategies 

 

Generally, the level of risk can be gauged by the percentage of your portfolio that is made up of equities (stocks and funds owing stocks) versus fixed income investments (cash and bonds). Are you aware of what your overall portfolio risk is?