{"id":876,"date":"2018-03-26T15:57:51","date_gmt":"2018-03-26T19:57:51","guid":{"rendered":"http:\/\/gpsmedici.ca\/investir-medici\/"},"modified":"2019-06-14T14:43:30","modified_gmt":"2019-06-14T18:43:30","slug":"invest-medici","status":"publish","type":"page","link":"https:\/\/gpsmedici.ca\/en\/invest-medici\/","title":{"rendered":"Invest with us"},"content":{"rendered":"

[vc_section][vc_row full_width=”stretch_row” css=”.vc_custom_1521568652785{background-color: #112b37 !important;}” el_class=”bg-gradient-custom pageType”][vc_column offset=”vc_col-lg-8″][vc_column_text]<\/p>\n

Invest with Medici<\/h1>\n

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3 Simple Steps to become a client<\/h2>\n

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Give us a call<\/h2>\n
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One of our portfolio managers will discuss with you to assess your needs and determine if you meet the requirements to become a client.
\nThis initial phone conversation will also give you the chance to ask questions and determine whether Medici can help you reach your financial goals.<\/p>\n <\/div>\n <\/div>\n<\/div>[\/vc_column_inner][vc_column_inner offset=”vc_col-lg-4″]\n

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Meet our portfolio managers<\/h2>\n
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The in-person meeting gives you a better understanding of our investment strategy, while allowing us to get a better picture of your financial situation.
\nWe will write up a mandate specific to your situation and establish a financial plan that will help you reach your goals.<\/p>\n <\/div>\n <\/div>\n<\/div>[\/vc_column_inner][vc_column_inner offset=”vc_col-lg-4″]\n

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Medici takes care of everything else<\/h2>\n
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No need to worry! At this stage, Medici takes care of preparing all the necessary documents to open your new investment accounts with our trustee, the National Bank Independent Network. We take care of the follow-up, we verify transfers, and we purchase and sell the securities according to the agreed-upon mandate.
\nFrom the start, you receive an online login that allows you to monitor the evolution of your portfolio.<\/p>\n <\/div>\n <\/div>\n<\/div>[\/vc_column_inner][\/vc_row_inner][vc_row_inner][vc_column_inner]

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Ready to become a client of Medici?<\/h3>\n

Contact us<\/a><\/p>\n<\/div>[\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][\/vc_section][vc_section][vc_row full_width=”stretch_row” css=”.vc_custom_1522856079529{background-color: #f9faf2 !important;}” el_class=”row-fluid-pad”][vc_column][vc_column_text]<\/p>\n

The principles behind Medici<\/h2>\n

What you need to know about Medici<\/p>\n

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[\/vc_column_text][\/vc_column][vc_column offset=”vc_col-lg-offset-2 vc_col-lg-8″][vc_tta_accordion style=”modern” shape=”square” color=”white” c_icon=”chevron” c_position=”right” active_section=”22″ collapsible_all=”true” el_id=”accordion-qa” el_class=”accordion-beige”][vc_tta_section title=”TRANSPARENCY: We treat you as if our roles were reversed” tab_id=”principes-transparence”][vc_column_text]No hidden fees and no expensive middlemen here. We are both your financial advisor and your portfolio manager. Our return statements are clear, after fees, compared to the appropriate benchmark, and accessible at any time. We communicate with you regularly and honestly, and we\u2019re not afraid to own up to our mistakes. You can easily reach our team to get answers to your questions.[\/vc_column_text][vc_single_image image=”1214″ img_size=”full” alignment=”center”][\/vc_tta_section][vc_tta_section title=”ACCOUNTABILITY: We invest with confidence” tab_id=”principes-responsabilite”][vc_column_text]We are passionate about businesses, not about stock price movements. It can take over a hundred hours of research and analysis to determine the right price that we are ready to pay in order to acquire an exemplary company\u2019s stock. Once we have targeted the right company, we continue our research in order to increase our understanding of their business. This work means we invest with confidence and avoid diluting a portfolio\u2019s potential for growth with too many positions. Our portfolio managers own the same securities as the ones they buy for our clients. If a company isn\u2019t good enough for us, it isn\u2019t good for you either.[\/vc_column_text][\/vc_tta_section][vc_tta_section title=”PERSONALIZED APPROACH: Your interests come first” tab_id=”principes-approche-personnalisee”][vc_column_text]We put the interests of our clients before those of our firm or its portfolio managers. The reason for the practices we put in place is to ensure client satisfaction, not the profitability of our firm. For example, we meet our clients individually once a year in order to help them set realistic financial goals. Once these goals are decided on, we accompany them to help them achieve the goals in question.<\/p>\n
We do not work in “silos”. Our portfolio managers are part of a multidisciplinary team, in which members combine their skills and assets to offer you the best service possible. Instead of benefiting from one portfolio manager, our clients have access to an entire team, no matter what their needs are.[\/vc_column_text][\/vc_tta_section][\/vc_tta_accordion][vc_empty_space height=”3rem”][\/vc_column][\/vc_row][\/vc_section][vc_section][vc_row disable_element=”yes” el_class=”row-normal-pad”][vc_column offset=”vc_col-lg-4″][vc_empty_space height=”3rem”][vc_single_image image=”668″ img_size=”full”][\/vc_column][vc_column offset=”vc_col-lg-8″]
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Medici was founded on the same principles we would\u2019ve liked to find as clients, that is: a portfolio management service that is accountable, personalized, and transparent.<\/p><\/blockquote>\n
Carl Simard and Dany Foster<\/span> co-founders<\/span>[\/vc_column_text][\/vc_column][vc_column offset=”vc_col-lg-7 vc_col-md-6″][vc_single_image image=”1156″ img_size=”full”][\/vc_column][\/vc_row][\/vc_section][vc_section][vc_row full_width=”stretch_row” css=”.vc_custom_1522856079529{background-color: #f9faf2 !important;}” el_class=”row-fluid-pad”][vc_column offset=”vc_col-lg-offset-3 vc_col-lg-6″][vc_column_text]<\/p>\n
Adherence factors<\/h2>\n
In order to ensure high standards, Medici asks that its clients adhere to the five selection criterias below. Clients who understand these requirements can become true partners in the management of their portfolios.<\/p>\n
[\/vc_column_text][\/vc_column][vc_column offset=”vc_col-lg-offset-2 vc_col-lg-8″][vc_tta_accordion style=”modern” shape=”square” color=”white” c_icon=”chevron” c_position=”right” active_section=”22″ collapsible_all=”true” el_class=”accordion-beige”][vc_tta_section title=”Your understanding is key.” tab_id=”facteurs-1″][vc_column_text]Knowledge is the best antidote to worry. Those who take the time to understand our strategy have the knowledge they need to tolerate the inevitable market crises more easily. We invite our clients to spend some time reading our quarterly letters throughout the year in order to deepen their understanding of our investment strategy.[\/vc_column_text][\/vc_tta_section][vc_tta_section title=”You must be transparent.” tab_id=”facteurs-2″][vc_column_text]In order to serve you better, we need to understand your ability to tolerate risk. As a result, we will take all the time we need to get to know you. You also need to inform us whenever your situation changes and you need to be perfectly honest with us with regards to your capacity to endure periods of volatility.[\/vc_column_text][\/vc_tta_section][vc_tta_section title=”Sooner or later, your patience will be tested.” tab_id=”facteurs-3″][vc_column_text]From time to time, we will underperform. Since we started in the business, we performed below the market one year out of three, even though we beat the market over the longer term. . Even the best investors underperform from time to time. Because we can\u2019t control short-term variations in the market, we focus our efforts on obtaining returns that outperform the market in the long term. However, that means you need to be patient during periods of underperformance.[\/vc_column_text][\/vc_tta_section][vc_tta_section title=”We cannot predict periods of turmoil.” tab_id=”facteurs-4″][vc_column_text]Crises will happen, but since it\u2019s impossible to predict when, we don\u2019t waste any time trying. What we do is invest in outstanding companies when they\u2019re available at reasonable prices. As a result, we invest your assets based on the opportunities currently in the market. If we don\u2019t find any opportunities, the portfolios will contain more liquid assets. We encourage our clients to embrace a similar attitude with regards to the unpredictable nature of crises.[\/vc_column_text][\/vc_tta_section][vc_tta_section title=”Our performance has to be evaluated over several years relative to our benchmark.” tab_id=”facteurs-5″][vc_column_text]In the statements we send you, we include a benchmark that you can use for comparison. This reference scale includes the performance indicators for the Canadian and US stock markets, as well as Canadian bonds (if applicable). The statement also takes into account the foreign exchange rate, dividend and interest income, as well as management fees. However, as we invest with a long-term investment perspective, we wish to be compared to this reference scale over a period of five years, and not over a few months.[\/vc_column_text][\/vc_tta_section][\/vc_tta_accordion][vc_empty_space height=”3rem”][\/vc_column][\/vc_row][\/vc_section]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"
[vc_section][vc_row full_width=”stretch_row” css=”.vc_custom_1521568652785{background-color: #112b37 !important;}” el_class=”bg-gradient-custom pageType”][vc_column offset=”vc_col-lg-8″][vc_column_text] Invest with Medici [\/vc_column_text][\/vc_column][\/vc_row][\/vc_section][vc_section][vc_row el_class=”row-normal-pad”][vc_column][vc_column_text] 3 Simple Steps to become a client [\/vc_column_text][vc_empty_space height=”1rem”][vc_row_inner][vc_column_inner offset=”vc_col-lg-4″][\/vc_column_inner][vc_column_inner offset=”vc_col-lg-4″][\/vc_column_inner][vc_column_inner offset=”vc_col-lg-4″][\/vc_column_inner][\/vc_row_inner][vc_row_inner][vc_column_inner][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][\/vc_section][vc_section][vc_row full_width=”stretch_row” css=”.vc_custom_1522856079529{background-color: #f9faf2 !important;}” el_class=”row-fluid-pad”][vc_column][vc_column_text] The principles behind Medici What you need to know about Medici [\/vc_column_text][\/vc_column][vc_column offset=”vc_col-lg-offset-2 vc_col-lg-8″][vc_tta_accordion style=”modern” shape=”square” color=”white” c_icon=”chevron” c_position=”right” active_section=”22″ collapsible_all=”true” el_id=”accordion-qa” el_class=”accordion-beige”][vc_tta_section title=”TRANSPARENCY: We […]<\/p>\n","protected":false},"author":11,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-876","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nMedici Private Wealth Management \u2013 Invest with us<\/title>\n<meta name=\"description\" content=\"Looking for a good portfolio manager in Quebec? 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