WDS Investment Management Ltd. is an independent investment counselling firm with no business associations that could prejudice our opinions or decisions. We engage only in activities which allow us to render unbiased investment advice. Our education and experience allows us to offer discretionary investment management services to our clients.

We care about our clients and offer a cost-effective investment solution. In the ongoing effort to directly align our interests with those of our clients, our sole compensation is derived from management fee remuneration rather than the transactional or commission-based approach widely used in the investment industry. This fee-based approach receives beneficial tax treatment by the Canada Revenue Agency for non-registered accounts.

We invest in individual securities as opposed to traditional mutual funds or wrap accounts for a number of reasons: the tax deductibility of the management fee may be lost with mutual funds or wrap accounts, stated management expense fees are typically far too high, and finally the hidden costs associated with these types of investments more often than not eat up a large part of your return. We care about transparency and keeping your costs low. This helps you keep as much money in your pocket as possible.

Historically, investment counselling originated in the pension fund industry. Today, individuals, companies, trusts, estates, pension funds, and foundations use the services of investment counsellors. Portfolio managers in these firms abide by a strict code of ethics and standards of professional conduct administered by the CFA® Institute based out of Charlottesville, VA, USA. Most investment counsellors hold the Chartered Financial Analyst (CFA) designation, which is recognized around the world as the highest standard of education in the investment management industry.