Our Client Commitment
W. Shupe & Company is committed to providing individual investors with the high quality of client service that large institutional investors have come to expect. We believe this means:
- Good Long Term Investment Performance
- Thorough and Personalized Account Coverage
- Performance Accountability and Reporting
And we shall endeavor to deliver this commitment with the highest level of professionalism and integrity.
We manage both Registered Accounts (RRSPs, RRIFs, RESPs, LIRAs, TFSAs) or Non-Registered Accounts (personal or corporate). Our fee structure is highly competitive and transparent.
Account Flexibility
Account Management Tailored to Each Individual Client
Our investment management focus emphasizes both the growth and preservation of our Clients’ investment assets. Portfolios are constructed and managed pursuant to an agreed Client Investment Policy Statement (reflecting each Client’s particular circumstances, investment objectives and risk profile) and are well-diversified through a broad exposure to different asset classes (e.g. equities and fixed income), to different industry sectors and individual securities, and to different international markets.
Account Flexibility
We manage both Registered Accounts (RRSPs, RRIFs, RESPs, LIRAs, TFSAs) and Non-Registered Accounts (Personal or Corporate). Our fee structure is highly competitive and transparent.
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Thorough Client Coverage and Accountability
We ensure that our Clients receive timely and personalized investment reports and ongoing performance accountability.
Safekeeping of Client Assets
All Client Accounts are opened in the Client’s name with National Bank Independent Network (a subsidiary of the National Bank) who acts as custodian and holds in safekeeping all Client cash accounts, funds and investment securities.
We manage both Registered Accounts (RRSPs, RRIFs, RESPs, LIRAs, TFSAs) or Non-Registered Accounts (personal or corporate). Our fee structure is highly competitive and transparent.
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