A good investment advisor is not only a securities expert but also a people expert and, most importantly, an expert in translating a client's investment needs into a suitable portfolio. At Gary Bean Securities Ltd. we take great pride in setting up and implementing unique portfolios that meet the specific needs of our clients. We do not use a typical cookie-cutter approach attempting to fit our clients into pre-determined best-fit portfolios. Instead we believe in a dynamic process whereby we create a working alliance with our clients attempting to find that one unique combination of securities that fits both the needs and constraints of the individual.

This is no easy task and as such we follow a disciplined process to ensure that no detail has been overlooked. Initially, by gathering information on a client's personal and financial situations we can obtain a clear understanding of a client's intentions for money being invested. In turn we can develop a written plan or Investment Policy Statement that will serve as a guide to both ourselves and the client. This document will detail a target asset allocation for the client's accounts and outline all of the preferences, goals and constraints unique to the client. This plan is then implemented and monitored on a regular basis to ensure that the investment vehicles selected are performing as expected and continuing to meet the needs of the client. Finally performance reporting and analysis are conducted to determine if any adjustments to the portfolio are necessary.