Firm History

Founded in 1998, LDIC’s main focus is to be a highly disciplined and performance oriented independent investment counsel firm offering portfolio management to its clients. Our clients are primarily high net worth individuals, trusts, estates, pension funds, corporations and institutions.  We have positioned ourselves in Toronto, Ontario with license to seamlessly manage assets in Alberta, British Columbia, Manitoba, Nova Scotia, Ontario, Quebec and Saskatchewan.

We have positioned ourselves as providers of personalized portfolio management that pursue investment strategies designed to achieve notable wealth preservation and creation for our clients through all market cycles.

Investment Philosophy

Preserving capital and limiting risk is the foundation of the Firm’s investment philosophy. Our approach to opportunities always focuses on value creation and realization. The objective is to maximize our clients’ assets through preserving capital, managing risk, compounding returns and selecting the best investments, while reducing transaction costs.

Through careful understanding of our clients’ objectives and risk tolerance, LDIC develops and implements specific asset allocation policies for each client’s unique investment needs. Portfolios are individually supervised and investments are selected for the suitability to each client’s investment objectives. The client’s personal financial circumstances and temperament toward investing are carefully and mutually agreed upon to provide a worry-free service. Our attention to individual needs and investment objectives is the hallmark of our approach.

Seeking unique investment opportunities such as undervalued companies whose growth potential has not yet been fully recognized by the market place is another way we work to select investments that show excellent growth potential and are poised to outperform the market. To support our approach we blend thorough fundamental analysis with technical research to create value for our clients. Our technology supports our acumen.

Reporting & Communication with Clients

In addition to the monthly reporting from the custodians when there is activity, our clients receive a quarterly report from LDIC. These quarterly mailings include the Client Holding Statement, Rate of Return Report, Quarterly Newsletter and Fact Sheet. In addition, LDIC’s website provides online viewing for those clients who require more frequent updates.