Investing Philosophy

For many people, financial planning seems overwhelming and gets avoided. At Portlington Financial Group we simplify the process for you. We use asset class investing to provide you with a broadly diversified portfolio that is chosen according to your specific level of risk tolerance.

We believe individuals should invest regularly, regardless of the market because over the long term the average market return has been 10% (compounded annually). Use market dips to buy and reinvest all dividends. This maximizes profits/growth through compounding.

Diversify to reduce risk. Diversification will be across those industries that we believe have the most potential for growth. Technology, Telecommunications, Health Care Related industries, Finance & Banking, Aerospace & Defense.

We believe that your financial security deserves more than an annual phone call at RRSP time. Our business model is based on old fashioned, face to face service. We are conservative. We take the time to get to know you, to understand your financial situation, and to construct a financial plan based on your desires and complete needs.