Investment recommendations are based on a detailed analysis using sophisticated investment management tools with the assistance of recognized third party investment rating firms.
To determine the asset class weightings, we first use extensive economic research to develop our underlying financial and economic assumptions. We use various forecasting techniques to predict the likely behaviour of specific asset classes over set time periods. We then carry out a risk correlation analysis to determine the optimum asset allocation for a specific portfolio over the next six to twelve months.
We research the marketplace to find the most appropriate investment products to fulfil the mandate.
When we analyse a particular investment product, our Portfolio Managers remain agnostic – they don’t have a preference for individual securities (stocks and bonds), mutual funds, or ETF’s. Our objective is to build portfolios in the most efficient and cost effective manner possible.
SONA Wealth Counsel Inc. is a boutique firm that has no affiliation with any specific financial institution, investment product or type of security. We are completely independent and derive 100% of our compensation from the fees paid to us directly by our clients. As a result, we focus strictly on providing the best possible advice to our clients. We are not swayed by slick marketing presentations or influenced in any way by third party commissions when selecting investments for our client portfolios.
We use Exchange-Traded Funds (ETFs) as the core building blocks of our clients’ portfolios. ETFs offer efficient access to broad segments of the market—such as equities, bonds, and other asset classes—without the need to select individual securities. This approach helps enhance diversification, reduces costs, and minimize the risks associated with single-stock or bond exposure. By leveraging ETFs, we construct transparent, tax-efficient portfolios designed to track market performance and support long-term financial goals.
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