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Invest Well. Live Well: Our investment philosophy and 10 core beliefs

As a parent, I believe we want to instil certain virtues and values into our children.

As a parent, I believe we want to instil certain virtues and values into our children.

We have two daughters, ages seven and five, and some of the things we hope they learn are the value of a dollar, confidence to know right from wrong, a firm handshake, etc.

Often, life pulls us in many directions causing us to lose focus. I believe the world of investing can be similar. Frequently, the media creates so much excitement and noise that even the most seasoned investors can get spun around.

As such, it is quite useful to come back to your foundation and your beliefs. 

A few years back, Keith and I attended a workshop that pushed us to put our investment beliefs in writing and back them up with academic evidence. We strive to build client portfolios aligned to their short and long-term goals, with an emphasis on preserving capital.

At the same time, we try to balance four competing forces: return, risk, cost and taxes. In addition, we try to minimize investor emotion by building portfolios to help provide consistent returns with lower volatility.

The table below is a brief introduction of our 10 core beliefs and will highlight these in future columns.

Until next time, Invest Well. Live Well.

Written by Eric Davis. This document was prepared by Eric Davis, vice-president, portfolio manager and investment advisor, and Keith Davis, investment advisor, for informational purposes only and is subject to change. The contents of this document are not endorsed by TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc.-Member of the Canadian Investor Protection Fund. All insurance products and services are offered by life licensed advisors of TD Waterhouse Insurance Services Inc., a member of TD Bank Group. For more information, call 250-314-5124 or email

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