Wealth Management

Private clients want financial flexibility at all times. Toron works with clients to understand their absolute return objectives, risk profile, taxable status and the timing and size of cash-flow requirements.

Highly Personalized Portfolio

We provide highly personalized service to build a portfolio that reflects your specific needs. Our aim is to build a long-term relationship so you can achieve your personal objectives. We want you to be comfortable at all times so we are available to answer all of your questions and offer insight and expertise.

Toron Investment Management:

  • Develops a comprehensive Investment Policy Statement tailored to your specific needs
  • Designs an appropriate asset mix taking into consideration your risk profile and specific tax concerns
  • Helps you optimize timing of capital gains
  • Provides high-level communication — you deal directly with Toron principals for your initial consultation, quarterly portfolio reviews and specific inquiries or concerns
  • Offers customized reporting that comments on your specific holdings and highlights your rate of return after fees
Securely Held
When you invest with Toron, your assets are securely held at a major global custodian such as CIBC Mellon.

Independent, Proprietary Research Based on Risk Management Principles

  • Superior long-term investment results start with disciplined security-specific fundamental research
  • As risk management strategists, we conduct our own independent, proprietary research
Minimizing Transaction Costs Toron holds investments long-term, minimizing transaction costs and the tax burden of frequent portfolio turnover. The result: more of your savings remain invested.
Toron Only Invests in Individual Securities Toron portfolios only contain individual stocks and bonds. We do not invest in structured products, funds of funds or pooled funds.

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