TransparentAccountable Trust: The glue that binds relationships

Trust

A Trust-based relationship requireS three things to develop and grow:

Knowledge Our Chief Investment Officer has specialized expertise that the client may not have.

Regulation Our firm belongs to an industry that is well regulated.

Removal of Conflict We place the interests of the client before our own

  • QVO VADIS (pronounced QUO): discretionary investment and portfolio management in Canada - stocks, bonds, options, Exchange Traded Funds (ETFs), FX

    Trust

    As our client, your trust should be based on our firm's reputation, which is acquired through consistent ethical behavior over time.
  • QVO VADIS (pronounced QUO): discretionary investment and portfolio management in Canada - stocks, bonds, options, Exchange Traded Funds (ETFs), FX

    Fiduciary Duty

    As our client, you should reasonably expect that we will act in your best interests and on your behalf. We will never take advantage of your trust.
  • QVO VADIS (pronounced QUO): discretionary investment and portfolio management in Canada - stocks, bonds, options, Exchange Traded Funds (ETFs), FX

    Code of Ethics

    QVO VADIS Investment Management has developed a specific code of ethics for our employees. It is based on the CSI Conduct & Practices Handbook.
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Standards of Conduct

  • Duty of Care
  • Trustworthiness, Honesty & Fairness
  • Professionalism
  • Conduct in accordance with Securities Acts
  • Confidentiality
The Standards of Conduct outlined in the CSI Conduct & Practices Handbook encourage ethical behavior.

An Investment Manager may have to make decisions quickly on matters affecting a client that may not seem straightforward. We understand the importance of ethical principles and strongly encourage staff to adhere not only to the letter of the law, but the spirit of the law as well.

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Corporate Governance

Good corporate governance practices create a long list of potential benefits for an investment management firm and its clients. One of these benefits is the establishment of trust. We believe these practices help foster a sound organizational foundation on which to build our business.