vpoint.ca

Vantage Point Investment Management

VANTAGE POINT INVESTMENT MANAGEMENT. Vantage Point Investment Management is a boutique investment counselling and portfolio management firm that works with high net worth individuals and families, financial advisors and institutions. We are a Western Canadian firm that provides individual counsel that is tailored to each of our clients. This includes customized portfolios and reporting, on-line viewing and direct access to your portfolio manager. 2015 Vantage Point Investment Management.

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VANTAGE POINT INVESTMENT MANAGEMENT. Vantage Point Investment Management is a boutique investment counselling and portfolio management firm that works with high net worth individuals and families, financial advisors and institutions. We are a Western Canadian firm that provides individual counsel that is tailored to each of our clients. This includes customized portfolios and reporting, on-line viewing and direct access to your portfolio manager. 2015 Vantage Point Investment Management.

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6 resources

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9 global balanced

10 responsible growth

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Vantage Point Investment Management | vpoint.ca Reviews

https://vpoint.ca

VANTAGE POINT INVESTMENT MANAGEMENT. Vantage Point Investment Management is a boutique investment counselling and portfolio management firm that works with high net worth individuals and families, financial advisors and institutions. We are a Western Canadian firm that provides individual counsel that is tailored to each of our clients. This includes customized portfolios and reporting, on-line viewing and direct access to your portfolio manager. 2015 Vantage Point Investment Management.

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vpoint.ca

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Vantage Point - Responsible Growth

http://www.vpoint.ca/vantage_responsible_growth.php

Where it is appropriate to consider a growth oriented portfolio with a measured allocation to capital preservation investments, our responsible growth solution may be the right fit. Utilizing our entire platform we customize portfolios for each of our clients to ensure we have the highest probability of achieving their objectives with the least amount of risk necessary to achieve those objectives over an appropriate time frame. Using our disciplined investment process.

2

Vantage Point - Enhanced Income

http://www.vpoint.ca/vantage_enhanced_income.php

For the last 30 years the income from bonds and GIC’s has been declining. Income tax and inflation erode what little income these investments now provide. It is possible to enhance your income, preserve capital, lower your tax bill and have stability in your income stream all with transparent quarterly reporting, independent custody of your assets and low costs. Use the tax impact tool. The Enhanced Income solution. depending on each customized portfolio and assuming a more conservative asset mix, is...

3

Vantage Point - Solutions

http://www.vpoint.ca/vantage_solutions.php

Vantage Point’s investment platform is an open architecture framework that continually evolves as we research new and innovative investment solutions to add value to proven investment management techniques. Vantage Point specializes in portfolio construction, portfolio management, and manager selection in the public capital markets. Rather than using traditional terms such as fixed income and equities, which are limiting and sometimes misleading, we classify investments by their expected behavior...We in...

4

Vantage Point - Global Balanced

http://www.vpoint.ca/vantage_balanced.php

Where it is appropriate to consider a balance between income and capital preservation with an opportunity for some growth, our global balanced strategy could be a good fit. This strategy is for those whose objectives necessitate participation in the equity markets with a measured allocation to income and capital preservation investments for downside protection. Using our disciplined investment process. 2016 Vantage Point Investment Management.

5

Vantage Point - Resources

http://www.vpoint.ca/resources.php

As communication is a priority for our organization, this section is dedicated to keeping our clients and other stakeholders informed with our quarterly commentaries. We are happy to provide previous commentaries upon request. Download 2013 Q4 Quarterly Perspective. Download 2014 Q1 Quarterly Perspective. Download 2014 Q2 Quarterly Perspective. Download 2014 Q3 Quarterly Perspective. Download 2014 Q4 Quarterly Perspective. Download 2015 Q1 Quarterly Perspective. Download 2015 Q2 Quarterly Perspective.

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Vantage Point Investment Management

VANTAGE POINT INVESTMENT MANAGEMENT. Vantage Point Investment Management is a boutique investment counselling and portfolio management firm that works with high net worth individuals and families, financial advisors and institutions. We are a Western Canadian firm that provides individual counsel that is tailored to each of our clients. This includes customized portfolios and reporting, on-line viewing and direct access to your portfolio manager. 2015 Vantage Point Investment Management.

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