Private clients – partners in the pursuit of your success.

  • We build strong and enduring relationships based on understanding, earned trust and shared values. Our longest term client relationship began in 1987.
  • Our clients’ portfolios are for:
    • preservation of capital,
    • income,
    • balanced investments
    • growth

Discretionary portfolio management

  • frees you from the day-to-day investment decisionso
  • Our registered portfolio managers provide discretionary portfolio management.
  • Fees are based on a percentage of assets, subject to GST and, in the case of taxable accounts, are tax deductible.
  • You have direct ownership in individual securities, not units of a pool as with a mutual fund.
  • This is significant if shareholder rights are important to you.
  • Monthly statements, comprehensive semiannual performance reports and annual gain/loss statements.
  • Portfolios are closely monitored and reviewed by our firm’s oversight committee.

Our investment process – disciplined and repeatable

Learn more here

The Worth Allaye-Chan Investment Counsel weighs the reward versus the risk for every investment owned. Managing investment risk is just as important as seeking investment return. Along with analyzing securities based on their own merits, we are also aware of the impact of macroeconomics on investment returns. Whether you are an individual or an institution, have $1 million or $50 million, we are not just looking to grow your assets, but also to protect them.