Portfolio Management

At Worth Allaye-Chan Investment Counsel, we’re licensed portfolio managers, and we’ve been protecting and growing people’s financial assets for over 30 years.

As investment counsellors, we offer rigorous management of your money with a time-proven process. 

We weigh several factors including your goals, time horizon and tax implications to create a stronger portfolio tailored to you.

Wealth Preservation

We understand the importance of preserving your hard-earned money. That’s why we use proactive, strategic planning tactics to ensure your assets are best invested from a risk-reward perspective.

Our comprehensive approach to wealth management means we employ meticulous oversight and carefully analyze macroeconomic factors to assess how they affect your portfolio positioning – managing risk to turn money into wealth.