At Collings Financial we work specifically for our clients. With a fee-only model there's no hidden sales agenda.
Peace of Mind
We build disciplined academic portfolios which seek to minimize taxes, and put you on track to reach your financial goals.
Who are our Clients?
Our clients are Individuals & Families, Trusts & Institutions, and Corporations.
What can we do for You?
Let us help your investments grow. We personalize your portfolio based on your financial goals and risk appetite. With a disciplined approach to investing, we set our clients up for greater long-term gain.
fee-only Financial Planning
We offer goal-based, fee-only financial planning to help you achieve specific financial goals.
With our expertise, we can help you build your financial plan with consideration of tax impacts.
Our Investment Philosophy
At Collings Financial, we believe that the right financial advisor plays a vital role in keeping investors focused on what really matters.
Our Investment Strategy
We can't predict the future
Some investors try to outguess the market through stock picking or market timing, but only about 17% of funds that use this strategy have survived and outperformed their benchmarks over the past 15 years. Instead of trying to predict the future, Collings Financial takes a disciplined approach to investing so that your portfolio is resilient against unexpected market drops.
Performance of funds when investors try to outguess the market
It's about the long term
The financial markets have rewarded long-term investors. At Collings Financial, we look at the long term because history has shown that equity and bond markets have always provided growth of wealth that has more than offset inflation.
|Model Canadian Equity Index Portfolio||Model Global Diversified Equity Index Portfolio|
|Annualized Return (%)||8.73||10.02|
|Annualized Standard Deviation (%)||14.12||11.37|
Want to learn more about our investment strategy?
Why Clients Choose Ian
Learn how you can get the most out of your money
Book a free consultation with Ian today.