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Samir Shah

Investment Advisor

  • CFA®

"Working together to help you achieve what truly matters to you"

ADDITIONAL CONTACT

Toll Free: (877) 456-2044
Fax: (905) 456-1949
Branch Office: (905) 456-2070
Branch Fax: (905) 456-1949

Additional Information

* We see portfolio management as Marathon, not as 100 meter Sprint. We prefer to be the 'Turtle' in the race.

* First step of investment process is optimum asset allocation. Considering YOUR unique return requirement and   risk tolerance, we decide on Strategic Asset Allocation for your portfolio.

* For equity investment, we include fundamental and technical analysis in our stock selection process.

* Over long term, wealth is created by large, bluechip established corporations who have passed the test of adverse economic conditions several times.

* To get included in the portfolio, company has to have strong balance sheet and long history of generating operating cashflow, more than that required for business development.

* Management must be ready to reward shareholders by paying regular dividends.

* We find such companies across the globe.

* We like companies incorporated in a jurisdiction having stringent reporting requirements. However, we like the companies having operations around the globe, including emerging markets. That gives portfolio exposure to high growth of emerging markets.

* We diversify portfolio across different asset classes including alternatives, geographies, sectors, currencies and individual companies.

* Our rule based approach to money management keeps emotions out of investment decisions during euphoria and/or distress.

* Our rebalancing rules are based on the facts that in short term, equity prices may widely fluctuate around its intrinsic value.

* However, prices tend to have 'reversion to mean' characteristics.

* Rebalancing maintains asset class exposure within predetermined strategic range.

* Our tactical asset allocation rules help us change the asset allocation exposure in times of  extreme euphoria or distress. These rules are based on fundamental and/or technical parameters. This helps us reduce the risk in the portfolio or position us for higher returns.

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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