“The best time to plant a tree was 20 years ago, the second best time is now.” – Chinese proverb
Wealth management
Wealth management
Expertise and flexibility to manage your unique financial needs.
We view a client’s wealth in its entirety and manage their portfolios with this in mind.
Oneforest Investment Management (OIM) brings international financial market experience to clients seeking a professional portfolio manager.
We customize strategies to balance our clients’ return and risk objectives with consideration for their entire financial portfolio.
OIM works with professionals, business owners, families, entrepreneurs, and institutions.
Registered • Independent
Registered
Independent
Oneforest Investment Management meets the strict requirements of a Portfolio Manager registered with the BC Securities Commission.
As an independent, we offer the capabilities of a large institution unfettered by institutional mandates. You have a direct relationship with your portfolio manager and the ability to create bespoke solutions for your financial objectives.
Your wealth, your forest.
Something you can take away
Your wealth will be managed by a professional and your assets will be securely held by a trusted institutional custodian.
OIM Senior Portfolio Manager – Sean Dixon, is a registered ‘Portfolio Manager’ with the BC Securities Commission (BCSC) and is a CFA® charterholder. The Chartered Financial Analyst® credential is a highly recognized international standard in financial services. A CFA® charterholder has mastered a rigorous curriculum covering a comprehensive program in the field of investment management and research analysis, and is committed to the highest ethical standards in the profession. (www.cfainstitute.org)
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Security for your portfolio – Segregated and securely held, your assets do not reside within OIM as they are held with our chosen custodian partner, Fidelity Clearing Canada (FCC). FCC is backed by the strength of Fidelity Investments, a trusted financial services provider and pioneer in the world of investments since 1946. FCC is the only custody and clearing firm in Canada that has access to a vast, worldwide network of expertise. FCC is a member of the Canadian Investor Protection Fund (CIPF) (www.cipf.ca). You have the assurance of knowing FCC upholds the most stringent standards and that your assets are protected against custodian default.
Our Commitment
Generate value, bring integrity, build trust.
Our Initiative
With a view to regeneration and future growth, OIM will plant a tree in British Columbia for each client every year.
“The best time to plant a tree was 20 years ago, the second best time is now” – Chinese Proverb