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HOME Investment Management Inc is an Alberta based discretionary Portfolio Manager and Exempt Market Dealer, owned and operated by its principals. HOME.

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Presentation on theme: "HOME Investment Management Inc is an Alberta based discretionary Portfolio Manager and Exempt Market Dealer, owned and operated by its principals. HOME."— Presentation transcript:

1 HOME Investment Management Inc is an Alberta based discretionary Portfolio Manager and Exempt Market Dealer, owned and operated by its principals. HOME Investment Management Inc. is registered with the securities commissions in Alberta.

2 Who Are We? Richard G. Strand, CIM, FCSI, DMS, Ch.P 27 years of investment experience Currently holds the designations of: Certified Investment Manager, Derivatives Market Specialist, Chartered Professional - Strategic Wealth and Fellow of the Canadian Securities Institute Richard has been Chief Compliance Officer and Registered Options Principal for a national brokerage house Before HOME, Richard was a partner, Chief Compliance Officer and Portfolio Manager for a Calgary based portfolio management firm Samia Preston, CFP,CIM,FCSI Joined HOME Sept years as a portfolio manager and advisor Managed bond portfolios and equity portfolios for trusts, estates and corporations Earned the designations of Fellow of the Canadian Securities Institute, Certified Investment Manager, Chartered Financial Planner

3 What Do We Do? HOME Investment Management Inc. acts as a discretionary bond manager and pro-actively manages: –Cash flow –Term placement –Reserve fund obligations –Quality HOME qualifies under section 5 of the Trustee Act as an “agent”.

4 Is Your Money Safe? Our custodian is TD Waterhouse Institutional Services, an Investment Dealer and a member of the Canadian Investment Protection Fund Your account is insured against the default of TD Waterhouse for $1,000,000 and are further guaranteed by the TD Bank. Your holdings (bonds) are held in a segregated cash account and therefore are 100% in your name.

5 Does HOME Have Access To Your Money? HOME would have limited power of attorney which includes trading authority, but does not allow for funds to be transferred, except to the client’s bank account (EFT) TD Waterhouse Institutional Services is a division of TD, designed to act as custodians for Portfolio Managers with a compliance system that recognizes the specific access that we have to your account.

6 What Makes Us Who We Are? Portfolio management firms are registered with the provincial securities commissions and therefore have to meet specific requirements of: –Education –Experience –Supervision –Ethical behavior –Financial stability The standards are highest for Portfolio Managers as they operate in a discretionary environment.

7 What Can HOME Do For You? We offer professional, experienced cash and bond management. Investment portfolios are designed specifically to respond to your reserve study requirements. Enhancement of yield through using “absolute value” comparison trading and effective use of the yield curve. Monthly statements and in depth quarterly reporting including opinions on the direction of interest rates. Viewing access to your account through our website.

8 What Is The Cost? We do not charge for cash management (any holding less than a year) or about 20% of your portfolio. We charge 25% of your return to a maximum of 1.00% Most managers would charge between 1.00% and 1.50%. In a traditional brokerage account, fees are built in to the price of the bond. These fees are not specifically disclosed.

9 Where do we invest? Government Bonds: –Provincial (No Quebec or Atlantic Provinces) –Federal Corporate Bonds –BNS,BMO,CIBC,TD,National and Royal Cash and Cash Equivalents –Schedule “1” Bankers Acceptances and Money Market Funds

10 About GICs and Bonds GIC Details: –Contract between parties where you lease your money out –Market values do not fluctuate; restrictive liquidity –Max. $100,000 insured by Government of Canada Government Bonds: –Federal, Provincial, Municipal – Government guaranteed –Bonds will fluctuate in value – capital gain opportunity –High quality and flexible investment

11 Benefits of Government Bonds Better quality than GICs (government over banks or trust companies; More flexible (you can sell them without penalty); Default is the same Potential capital gain opportunity.

12 Questions Richard Strand, CIM, FCSI, DMS, Ch.P Samia Preston, CFP, CIM, FCSI


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