Partnerships

The Pinkowski-Allen Financial Group is an independent Wealth Management Team within Raymond James Ltd. As your primary advisor and portfolio manager, we develop close relationships with our clients in order to create, implement and monitor each client’s personalized investment strategy. Our investment firm, Raymond James, supplies us with many proprietary tools and the framework to provide you with the level of service you deserve.

We believe an active approach to investing is important because a buy & hold strategy will not work in today’s markets. As Associate Portfolio Managers, we directly manage investment portfolios for our clients using active strategies which involve not only recommending when to buy but also when to sell. Knowing when to sell is often more important than knowing when to buy.

International financial markets are complex and we believe no single manager possesses all of the answers throughout a full business cycle. We believe there is great value to be had by incorporating a diversified and select group of third-party Investment Managers to the mix who employ their own dynamic style of research and management.

As Portfolio Managers ourselves, we believe we are better equipped to evaluate, select and monitor third party advice. We do the hard work for you by thoroughly interviewing and comparing managers from across Canada and then narrowing them down to five Investment Managers who complement each other, demonstrate unique investment strategies or special skills and possess a strong history of successfully and consistently outperforming the majority of other managers. Barometer Capital, Sentry Investments, Picton Mahoney, Vertex One and Guardian Capital are leading Investment Managers who employ processes which have disciplined selling strategies that provide downside protection and make use of leading technology and proprietary systems. We believe they are the best of the best and their track records illustrate it.

These managers are used within your overall portfolio alongside the individual stocks, bonds and other investments which remain managed by the Pinkowski-Allen Financial Group. Just as we look after the day-to-day investment decisions on your stocks and bonds, we also diligently monitor these managers and the performance of their portfolios. Each has a long and highly regarded track record and by incorporating their skills into your investment strategy, we can improve your expected risk-adjusted returns!