Dave Paterson, CFA
Portfolio Review & Construction
Dave Paterson specializes in providing independent research and due diligence on a number of different investment products including mutual funds, hedge funds and principal protected notes. In addition, Dave offers fully customized portfolio optimization solutions.
Dave has worked in the investment business for 15 years. He was awarded the Chartered Financial Analyst (CFA) designation in 2000 and holds a Bachelor of Commerce (Finance) degree from the University of Windsor. Prior to starting his own firm in 2002, Dave worked for a variety of Canadian mutual fund companies and money managers.
Using his knowledge, Dave has developed a unique and proprietary analytical approach which focuses on identifying mutual funds that have consistently delivered strong, risk adjusted returns on both an absolute and relative basis. Dave has also developed a fully customizable portfolio optimization process which focuses on creating efficient portfolios designed to deliver clients with the highest level of return for their risk comfort level.
Chris Ambridge, President & CIO, Provisus Wealth Management
Portfolio Review & Construction (Separately Managed Accounts)
As President and CIO, Chris Ambridge is responsible for and oversees manager selection, product development and client portfolio construction. Since he began his career in 1987, Chris has held several senior investment positions, including oversight of a department managing more than 320 private client portfolios worth US 2.4 Billion. Chris has an MBA from the University of Windsor and is a Chartered Financial Analyst.
Provisus is a leading independent provider of Separately Managed Accounts (SMAs). Provisus' Transcend SMA program provides clients with access to "best in class", institutional quality money managers at an attractive price-point with minimum investments as low as $150,000 per manager mandate. Provisus' independence provides a rigorous and objective manager selection process in contrast to the ownership interests commonly found in many of the managers involved at the major bank brokerage programs.
SMAs provide a high level of customization, tax management opportunities, fee deductibility in non-registered accounts, transparency and detailed consolidated reporting.
Vertex One Asset Management Inc.
Overview
Vertex One Asset Management Inc. was established in 1997 by three investment professionals who believe that integrity, service, performance and independence are the foundation of a great asset management firm. Since then, the assets under management have grown to over $1 Billion with a team of 15 professionals. Prior to founding Vertex One, your portfolio managers had a long history with very large
bank-owned investment counselors. These firms will remain nameless. But, it is sufficient to say that indexing portfolios for a fee is an exercise your managers were not willing to undertake, and thus Vertex One was born.
Preservation of capital in both good and bad market conditions is the cornerstone of our investment process. "A penny saved is a penny earned" could be re-coined as "A penny not lost is a penny earned". Vertex One will not gamble with your savings.
However, temporary negative returns are a reality with any serious investment program and should be expected. Over the long term our goal is to produce a return on your invested capital, in adequate proportion, as to achieve a higher rate than one could attain by purchasing a government guaranteed bond or term deposit at your local bank.
The firm's sole business is managing investment portfolios for individuals including personal holding companies, RRSPs, RRIFs, and family trusts.