Investment Decisions
You no longer have to make daily investment decisions - you can entrust them to our team. We can manage your money for you, not just with you.
Pension-Like Portfolio Design
Pension funds take a long-term view of money management and diversify into several asset classes. We do too.
Market volatility is inevitable. However, our portfolio is designed to help grow assets responsibly in up markets, while aiming to provide improved downside protection during challenging markets.
In our opinion, gone are the days where the traditional 60/40 portfolio will continue to be effective. We think about new ways to manage your money for today and the future.
In our opinion, gone are the days where the traditional 60/40 portfolio will continue to be effective. We think about new ways to manage your money for today and the future.
We manage money using a combination of strategic and tactical decisions.
Strategically, the portfolio is diversified into several asset classes and geographical locations. The asset classes include public and private equity, public and private debt, hard assets and alternative assets. Geographically, we allocate money to Canada, the US, Europe, Asia and Emerging Markets.
Tactically, we monitor and, when deemed appropriate, change the portfolio's geographical weightings, asset class weightings, investment constituents or foreign exchange hedges to capitalize on market, sector or company corrections.
For clients with low liquidity needs we take advantage of illiquidity premiums by allocating a portion of the portfolio to alternative investments such as private debt, equity and real estate – just like pension funds do.
Strategically, the portfolio is diversified into several asset classes and geographical locations. The asset classes include public and private equity, public and private debt, hard assets and alternative assets. Geographically, we allocate money to Canada, the US, Europe, Asia and Emerging Markets.
Tactically, we monitor and, when deemed appropriate, change the portfolio's geographical weightings, asset class weightings, investment constituents or foreign exchange hedges to capitalize on market, sector or company corrections.
For clients with low liquidity needs we take advantage of illiquidity premiums by allocating a portion of the portfolio to alternative investments such as private debt, equity and real estate – just like pension funds do.
Discretionary, Fee-Based Money Management
Dan Yanke is a Senior Portfolio Manager.
The Senior Portfolio Manager title is one of the highest qualifications an investment professional can achieve in Canada. It represents years of advanced education and extensive experience advising clients and managing investment portfolios.
TD Wealth Private Investment Advice Portfolio Managers are held to high standards. They must not only hold industry-specific credentials, but also meet TD Wealth's stringent qualifications.
As a Senior Portfolio Manager, Dan is permitted to run client portfolios on a discretionary basis.
We do not receive compensation from anyone other than our clients.
We believe our existing clients know that we always recommend only investments we believe are the best for them; with the fee-based platform we want our new clients to feel comfortable that we have absolutely no biases when building our model portfolio.
The Senior Portfolio Manager title is one of the highest qualifications an investment professional can achieve in Canada. It represents years of advanced education and extensive experience advising clients and managing investment portfolios.
TD Wealth Private Investment Advice Portfolio Managers are held to high standards. They must not only hold industry-specific credentials, but also meet TD Wealth's stringent qualifications.
As a Senior Portfolio Manager, Dan is permitted to run client portfolios on a discretionary basis.
We do not receive compensation from anyone other than our clients.
We believe our existing clients know that we always recommend only investments we believe are the best for them; with the fee-based platform we want our new clients to feel comfortable that we have absolutely no biases when building our model portfolio.
Benefits of Discretionary Investing
Here are the three main benefits of Discretionary Investing
Transparent Fees
One transparent, asset-based fee with no commission per trade lets us focus on driving your portfolio's success without worrying about the cost of trades.
Swift Decision Making
Sudden opportunities and risks can be addressed swiftly without waiting for your approval.