Services
Independent wealth management
Oneforest Investment Management is an independent wealth manager. As an independent, there is no large institution controlling the decisions made around how, where, in what and when your portfolio is invested. Each client is different and has unique goals requiring differing investment allocations. Growth, Value, Income and Alternative investment strategies are all available and considered by your Oneforest portfolio manager. We have the freedom and expertise to choose from the entire universe of investment options and specifically tailor your portfolio to meet your needs.
fiduciary duty
What does this mean and why is it important for clients?
Simply put, your portfolio manager has a strict duty to manage your assets with your best interests in mind at all times. Your portfolio manager is a registered ‘Portfolio Manager’ with the BC Securities Commission which mandates a fiduciary responsibility for clients.
Wealth Management for you
Oneforest Investment Management brings experienced investment expertise to our clients, strives to deliver value, and build meaningful long-term relationships. When you call, send an email, or attend a meeting regarding your investment portfolio, you are engaging with the manager of your assets, the person that understands you and your portfolio.
Frequently Asked Questions
A discretionary portfolio manager has the necessary qualifications to manage your investment portfolio and make decisions on your behalf. With a pre-agreed investment strategy set out in an Investment Policy Statement (IPS), the portfolio manager strategically allocates your investment portfolio aligned to your investment goals.
Clients can take comfort knowing their wealth is held with our chosen custodian partner, Fidelity Clearing Canada (FCC). FCC is a trusted institutional custodian and member of the Canadian Investor Protection Fund (CIPF) (www.cipf.ca). Oneforest Investment Management never physically holds any client assets, we only manage them. Assets you choose for discretionary management are securely transferred and held by FCC. Oneforest’s partnership with FCC allows us to prioritize our service and better protect our clients’ assets, securities and records against default.
OIM manages portfolios for clients with a meaningful amount of assets seeking professional portfolio management. We welcome all discussions and the potential to find financial solutions suited to you.
Your investments through OIM are managed on a discretionary basis. A registered portfolio manager establishes your investment goals and criteria when you first sign on for our services. As a registered discretionary portfolio manager, they will then implement your investment strategy without having to call you and confirm each investment decision along the way. We will meet with you at least once a year and have regular communication on your accounts. We act in a fiduciary role, in your best interests, so clients can get on with their lives knowing their assets are being professionally managed.
Your discretionary portfolio manager selects investments inline with the strategy and asset allocation that is designed with your return and risk objectives in mind. Should you have preferences to not hold specific companies or industries, we can work to incorporate this into your investment policy, discuss any implications, and if alternatives are available.
If you have another question please ask