Your Investment Picture, Clearly Drawn
Numbers tell stories. But only when someone knows how to read them properly. We spend our days watching patterns emerge from market data, tracking portfolio movements, and translating what it all means for investors like you.
Statistics aren't just about charts and percentages. They're about understanding where your money sits right now and what directions make sense moving forward. Real insights come from experience watching how markets behave across different conditions.
Portfolio data reviewed across Canadian markets in 2024
Individual portfolios tracked through our systems monthly
Years our team has spent studying market behavior patterns
Investors who continue working with us year after year
What We Actually Track
Asset Allocation Shifts
Your portfolio balance changes over time. Stocks grow faster than bonds in good years, slower in rough ones. We monitor these shifts and flag when rebalancing might help maintain your target mix.
Cost Impact Analysis
Fees eat returns quietly. A 0.5% difference compounds dramatically over decades. We calculate what you're actually paying across all holdings and identify where lower-cost alternatives exist.
Risk-Adjusted Performance
High returns mean nothing if you can't sleep at night. We measure how much volatility you're accepting for those gains. Sometimes steadier portfolios win over the long run despite lower peak returns.
Tax Efficiency Metrics
Where you hold investments matters. Dividends in TFSAs, growth stocks in RRSPs, bonds in registered accounts. We track the tax impact of your current structure and suggest improvements.
How Portfolio Tracking Helps You
Good statistics work happens behind the scenes. You shouldn't need to understand correlation coefficients or standard deviations. We handle the math and give you plain information you can use.
Quarterly Performance Reviews
Every three months, we compare your portfolio against relevant benchmarks. Not just TSX returns—actual comparable portfolios with similar risk profiles. You see where you stand relative to realistic alternatives, not perfect hindsight picks.
Progress Toward Your Timeline
Planning for 2032 retirement? Saving for a 2028 home purchase? We project whether your current savings rate and returns keep you on track. Early warnings beat last-minute panic adjustments.
Historical Pattern Context
Markets dropped 12% this quarter? We show you how that compares to typical corrections, major bear markets, and recovery timelines. Context prevents emotional decisions during normal volatility.
Diversification Measurement
Owning 40 different stocks doesn't guarantee diversification if they're all Canadian banks and energy companies. We measure actual correlation between your holdings and identify concentration risks you might miss.
Income Stability Tracking
If you're drawing from your portfolio, we monitor withdrawal sustainability. Are you spending principal or just growth? Will your income keep pace with inflation? Numbers answer these questions before they become problems.
Kirsten Lindqvist
Portfolio Analytics SpecialistKirsten joined our team in 2019 after spending eight years analyzing pension fund performance at a major Canadian insurance company. She brings quantitative rigor without the academic jargon—her reports actually make sense to real people.
Statistics That Actually Matter
You can drown in investment data. Hundreds of metrics exist, most completely useless for individual investors. We focus on the handful that actually influence outcomes.
Take the Sharpe ratio. Sounds fancy, but it's just measuring return per unit of risk. A portfolio returning 8% with wild swings might be worse than one returning 7% steadily. The ratio quantifies that tradeoff. Useful? Absolutely. But only if someone explains what it means for your specific situation.
Or consider tracking error—how much your portfolio deviates from a benchmark index. If you're paying for active management, you want some deviation. Too little means you're paying fees for index-like returns. Too much might mean unnecessary risk. The right amount depends on your goals and timeline.
Our September 2025 program covers these concepts through real portfolio examples from Manitoba investors. You'll work with actual (anonymized) data, not textbook theory. Applications open June 2025 for the fall session.
See Your Portfolio Through Clear Eyes
Statistics reveal what guesswork obscures. Whether you're building wealth or managing retirement income, accurate tracking helps you make better decisions. Let's look at your numbers together.
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