Philosophy – “Phil creates the road map, and Rob determines the vehicle.”
The Fainer Wealth Group stresses a disciplined and value-oriented investment philosophy.
As Manulife Securities’ first Portfolio Manager, in Quebec, Robert Fainer has proven to be one of the most-respected investment professionals in Montreal.
Knowing that asset allocation determines 91-94% of any portfolio’s risk & return, our comprehensive financial planning process first determines a client’s objectives – and ultimately — an appropriate asset allocation. The Fainer Wealth Group actively manages investment portfolios, and always considers diversification, tax efficiency, and costs. The team’s high conviction and discipline ensure that clients reach their respective objectives with a high degree of certainty.
The expertise, and timely decision-making, of a dedicated Portfolio Manager. Our team works to understand each client, and their preferences, so as to offer unique, logical advice.
An active, discretionary relationship that guarantees thoughtful and precise tactical adjustments to one’s portfolio. The Fainer Wealth Group’s effort to keep abreast of the ever-changing markets ensures that our clients’ portfolios are always in-balance.
Our investment models can include individual stocks, bonds, and low-cost ETFs, that lower your total cost of investing. Be sure to check-out our efficiency frontier, to learn about each model’s expected risk-and-return profile.
The Fainer Wealth Group values the importance of family. Considering this, family members can be priced together, lowering everyone’s management fees.