Our Four Pillars
Wisdom is what makes our many years of knowledge and experience valuable. We pride ourselves on our independent thinking in an industry where the herd instinct often predominates. Through primary, rigourous and thorough research, we take a comprehensive view of every investment opportunity including a company’s history, prospects, management and value prior to making any decisions.
The Brookfield Soundvest investment approach recognizes the uniqueness of each of our client’s goals, circumstances and requirements, and ensures that we meet their short, mid and long term needs.
Responsiveness is what you notice when you need an answer, fast. The ultimate bottom line of our business is the happiness and satisfaction of our clients. In order to deliver on that promise, we first establish a detailed understanding of our client’s present and future financial goals. This understanding is what allows us to exceed our client’s expectations.
Every client is assigned to a team of Brookfield Soundvest professionals that works collaboratively to provide a proactive, responsive and customized investment management approach. Our clients have 100% access to their team.
Collaboration is the value of several perspectives expressed as one. Collaboration means helping clients achieve their financial goals, but equally their life goals. Whether they are achieving a lifelong ambition, helping someone else realize theirs or simply finding satisfaction in the prospect of opportunity, collaboration helps make it happen.
Our commitment to collaboration attracts those who believe that diverse perspectives create a more balanced approach. All Brookfield Soundvest portfolio managers draw from a broad base of knowledge, many years of experience and the coveted CFA designation.
Commitment means delivering the best we can, on every level, all of the time. We have done very little marketing over the past 40 years we have been in business, which means the bulk of our clients have come to us purely on the recommendations of others. This speaks volumes about the level of commitment we make to our clients. To put it simply, our success is the result of performance, people, the quality of our thinking and approach.
The leadership at Brookfield Soundvest is unfalteringly committed to the well being of both clients and team members. Independant thinking, wisdom and hard work all play a role in guiding the direction of the firm and as a result, the long term growth of each client's capital.