Serious Wealth Demands Serious Attention
We align each affluent investor’s goals, risk profile and investment strategy to help them address five of their key concerns:
Risk Insight and Return Potential
THAT WAS THEN: Traditional portfolio construction models served investors well in the rear-view mirror despite sharing many of the same risk characteristics.
THIS IS NOW: We need to assess risk factors more astutely.
OUR SOLUTION: Our approach follows a rigorous, institutional-style model that helps us to mitigate market conditions and volatility, combined with our time-tested approach. We formulate a collective view on each asset class, including expected risk-adjusted returns. This informs the customized creation of each client’s portfolio, carefully ensuring each risk factor is met.
THIS IS NOW: We need to assess risk factors more astutely.
OUR SOLUTION: Our approach follows a rigorous, institutional-style model that helps us to mitigate market conditions and volatility, combined with our time-tested approach. We formulate a collective view on each asset class, including expected risk-adjusted returns. This informs the customized creation of each client’s portfolio, carefully ensuring each risk factor is met.
"We listen to clients to understand what they want to accomplish with their money and what makes them nervous. Inevitably, our objective is to gain their confidence and trust, which we hope will grow over time."
Our Investment Process
We manage on behalf of our clients a Canadian and US strategy which generally consists of up to 30 stocks and ETFs to provide clients with what we feel is a diversified portfolio.
Our Methodology:
Video filmed August 26, 2019.
Our Methodology:
- Easy to understand
- Explainable
- Repeatable
- Has a sound process
Video filmed August 26, 2019.
Our Wealth Management Formula
Here’s how we manage wealth elements to help our clients achieve what is important to them:
We’re Clifford Noonoo, Jonathan Pinsler and Christopher Donato and we have been proving that three heads are better than one for more than 20 years. We are united in a mission to give clients more attention and better service than they can get anywhere else.
Noonoo Pinsler Donato Family Wealth Management is one of the largest advisory groups at TD Wealth Private Investment Advice and is entrusted with almost $2.7 billion in assets under management, as of May 31, 2023.
