Discretionary Investing

As a client of the L & L Group, you will have access to Discretionary Investing, supported by dedicated research teams at TD Bank Group.

As Portfolio Managers, Andrew, Scott and Eric manage discretionary portfolios on clients' behalf with the goal of preserving trust and good faith by making investment decisions that are driven by clients' personal needs and objectives. In exchange for one transparent, asset-based cost, we drive your portfolio’s long-term success, responding nimbly to sudden opportunities and risks.

Our strategy is guided by your customized Investment Policy Statement (IPS) based on your objectives and financial situation and setting out the asset allocation and diversification of your portfolio.

The Advantages of Our Discretionary Investing Platform

Discretionary investing brings enhanced investment services:

Freedom

The freedom from having to make daily investment decisions.

Ability To Act Quickly

Nimble response to sudden opportunities and risks – they can be addressed swiftly without waiting for your approval.

Access to Institutional Investment Vehicles

Access to institutional investment vehicles that minimize risk and strive for consistent returns, which are normally reserved for institutional clients.

Investment Policy Statement (IPS)

A customized Investment Policy Statement (IPS) based on your objectives, comfort and financial situation, to set the guidelines, asset allocation and diversification of your portfolio.

Constant Oversight

Extensive due diligence on all investment holdings. Our team continually monitors ever-changing market conditions and adherence to your IPS.

Enhanced Reporting

Enhanced reports routinely and clearly highlight your costs and returns.

Ask us whether discretionary investing makes sense for your account

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