Private Clients

Our mission is to preserve and enhance wealth for private clients by achieving above average performance over the long term. Most importantly, our duty is to manage our clients' wealth safely and securely which is a common goal our firm shares with them. All eight of the CGOV Asset Management's operating partners have substantial personal investments in our company.

As a smaller sized firm, we deliberately limit the number of clients we work with in order to ensure a high level of availability and accessibility to them. We believe that focusing on investment management and service excellence leads to enduring relationships and financial peace of mind.

Philosophy and Approach

CGOV Asset Management’s investment approach is grounded in good judgment and common sense. We believe that the only way to truly safeguard and grow wealth is through owning a limited number of well-established companies over the long-term. This focused approach allows us to closely monitor the progress of the companies we invest in which we believe mitigates risk, and over the long term, adds value versus benchmark indices.

Tax-efficiency and low turnover are important to our clients. The fact that we invest in a number of well-established businesses for long periods of time results in less turnover, thereby deferring capital gains taxes.

Our conservative bond management approach aims to provide safety of capital and diversification against volatility. The fixed income securities are high quality, consisting mostly of Canadian government-guaranteed and investment grade corporate issuers.

For each balanced client we believe in building the optimal mix of fixed income and equities to achieve their goals. Our balanced clients derive value from the customized construction of an appropriate long-term asset mix, our conservative bond management and our unique and disciplined equity management.