LSWM sees the highest quality and the most value in our four core strategies: Canadian Dividend Growth, Global Value Equity, High Yield Bond Fund, Investment Grade Bonds. Based on a client’s goals or risk profile, we customize an asset mix to best ensure that goals are met over time, while managing risk and minimizing volatility along the way.
Through extensive analysis, our team selects financially strong investments that we believe are trading below their intrinsic value. This creates a “margin of safety” that helps preserve capital, manage risk and promote financial growth. We maintain strong investment portfolios by diversifying our clients’ holdings, maintaining active oversight and selling investments as they become over-valued.
We never outsource investment decisions to third parties. All of our research and analysis is done in-house.
Our interests are fully aligned with yours. We invest in the same opportunities as our clients.
We create a “margin of safety” by only investing in companies whose intrinsic value is greater than their share price.
As a management-owned firm, we have no external pressure from corporations, product providers or financial institutions.
We invest in the highest quality global companies which continue to grow, create shareholder value and meet our strict investment criteria.
We invest in high-quality Canadian companies that offer a dependable dividend income with the potential for capital appreciation.
We pursue enhanced yields in fixed income primarily through a diversified portfolio of selectively chosen non-investment grade bonds.
We invest in high-quality Canadian corporate, provincial and government bonds that offer reasonable income at a lower risk.
Not sure where to start? Connect with one of our portfolio managers to explore how our investment approach is built around you.
We believe in maintaining transparency. That’s why we provide clear, up-to-date reporting across all of our core investment strategies. Our performance reflects a disciplined, value-driven approach to managing and protecting your wealth.
Looking to start your investment journey? Learn more about our approach and how we turn your financial goals into long-term results.
