About

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​​Introducing "LEAF" (Leveraged ETF Allocation Formula), a groundbreaking rules-based investment strategy designed to optimize your portfolio. With over 45 years of experience in managing private client investments for Canadians, we've observed that while passive index-based investments often outperform active strategies, they still rely on satisfactory index performance. LEAF aims to improve on long-term index returns by significantly reducing the magnitude of portfolio drawdowns. 

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Tim Morton, Chartered Financial Analyst

 

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