Verity Investment Counsel Inc.
operates in a niche market and
serves a small number of clients
to ensure the highest level of
ongoing service to those
clients. Each client has access
to his or her own portfolio
manager, facilitating the
development of a close and
long-term relationship. The
portfolio manager’s
responsibility to the client
includes managing that client’s
investment portfolio and
providing overall investment
counsel to the client. We have
found that this level of service
is becoming increasingly
difficult to obtain as
traditional providers become
larger and more
institutionalized.
To
assure the high level of service
to which Verity is committed,
all Verity partners and
portfolio managers possess
varied and extensive client
service experience within the
financial and fiduciary services
industry. As a result, our
clients benefit from the
combined knowledge and diversity
of experience of all Verity
members.
We
know that each client’s needs
and objectives are unique.
Because of this, every portfolio
created for a client is based on
a careful analysis of that
client’s individual return
requirements, risk tolerances
and circumstances. The ongoing
management of the client’s
portfolio responds to their
changing circumstances and
goals, regardless of the
influence. Throughout the
process, the portfolio manager
continues to provide guidance
and counsel ensuring that the
client is always supported and
well informed.
From our experience, we know
that successful relationships
between portfolio manager and
client are built on continued
clear and direct communication.
This continued communication,
and the trust it fosters, will
allow these successful
relationships to endure. Verity
portfolio managers have
firsthand knowledge of the value
of communication to the client,
which is why communication is
the cornerstone of the
counselling component of our
service.
Verity Investment Counsel Inc.
is for clients who want
accountable professionals to
manage their portfolio.
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