Our Process

Discovery

Before we can serve you, we must first get to know each other to help ensure that our collaboration is the best choice to meet your unique needs. This involves a meeting to understand your goals, overall financial situation, investment experience and risk tolerance. During this time, we also provide the framework for how we think and operate so you have a clear understanding of our robust capabilities and services, and how they can be tailored to you.

After the paperwork is complete, and the assets are transferred, your plan is implemented. We will continually monitor its progress relative to your defined objectives. As we look to provide guidance beyond your wealth, part of our process means staying abreast of any changes in your life and advising when adjustments are needed.

Dividend Growth

Whether your objective is to accumulate wealth over the long term or to create a reliable, inflation-beating income stream, a dividend growth investment strategy will work well for you.

Dividend growth companies have historically held up better than non-dividend-payers, during hard times in the stock market, and they tend to recover sooner. This is not surprising. The best dividend-paying companies are mature, solid, well established, and reliable businesses. They suffer less during bear markets. In fact, many strengthen their competitive positions during recessions as shakier competitors falter.

Discretionary Fee-Based

While we are able to accommodate a wide range of strategies, the majority of our clients are best served by having their portfolio managed on a discretionary basis. We feel this allows us more control and decisive action with respect to strategy and timing, and frees up our clients to spend time doing the things that matter most to them. Unlike commissions, management fees for non-registered accounts are tax deductible in many cases.

Independence of Thought

The Price Group and Raymond James Ltd. are deliberately independent. We do not sell products. We are not incentivized to recommend one security or another. We are free to make unbiased recommendations and with a singular focus of maximizing returns for our clients.