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 * About Us
 * Our Client Focus
 * Investment Philosophy
 * Client Service
 * Contact Us
 * Our Associations
 * RDI Disclosure




WICKHAM INVESTMENT COUNSEL

Experienced. Ethical. Client Focused.




INDEPENDENT INVESTMENT MANAGEMENT

Wickham Investment Counsel Inc. was founded in 1999 by a group of experienced
portfolio managers to provide independent investment management services to
individuals, institutions and other organizations. The firm is registered as a
Portfolio Manager with the provincial securities commissions in Ontario and
Alberta.



OUR MISSION

Our commitment is to provide clients with professional investment management
services which reflect their personal financial objectives, goals, and
individual priorities.

CUSTOMIZED PORTFOLIOS / OUR EDGE

Customized portfolio plans are established to meet unique and individual client
needs. We believe that this is best accomplished when the client communicates
directly with the portfolio manager making the investment decisions. We aim for
optimal risk-adjusted returns through security selection and an appropriate and
diversified asset mix.

WE ACT IN YOUR BEST INTEREST

Our advisors are held to the highest standard in the Canadian investment
industry: the “fiduciary standard.” This means we are professionally and
ethically required to put client interests above our own. 

DEDICATED CLIENT SERVICE

Wickham Investment Counsel is fully owned and operated by the managing
directors. This fosters an environment of creativity, self-determination, and
personal dedication for investing and client service.

Our objective is to provide excellent service to our clients and superior and
consistent investment returns.


INVESTMENT PHILOSOPHY AND METHODOLOGY

CAPITALIZING ON MARKET INEFFICIENCIES

We question the idea that the market is completely efficient, and believe that
it is possible to capitalize on market inefficiencies to achieve superior
risk-adjusted returns. We use a modified value approach for equities, with an
initial focus on free cash flow yield and growth, using quantitative screens. On
the fixed income side, we actively manage the term structure and quality of
bonds to add value.

DEEPER INSIGHTS

Independent fundamental research is conducted to quantify the company’s
financial strength, value, growth prospects, and relative competitive position.
Meeting with management provides a deeper understanding of the business
opportunities and challenges, and management’s vision and capabilities.

INDEPENDENT THINKING

We have access to a broad range of external research but maintain a healthy
skepticism of consensus opinion and conventional wisdom. We also use our own
proprietary research methods. Since our only compensation is from our client
fees, this helps to minimize any possible conflict of interests.

DISCIPLINED

Our belief is that the foundation of sound investment management lies in astute
and timely security selection, disciplined implementation of an appropriate
asset mix, and diligent monitoring of capital market conditions.

SELL STRATEGY

No disciplined investment process is complete without a sell strategy.
Established positions in the portfolio are monitored constantly to ensure they
continue to meet our criteria. While the manager considers the tax consequences
of decisions in taxable accounts, tax considerations never take precedence over
the principles of prudent portfolio management, which is the fundamental basis
for investment decisions.

MANAGE RISK AND VOLATILITY

Risk and volatility are reduced by the careful selection of securities,
continuous monitoring of the portfolio, and an understanding of where we are in
the business cycle. To further minimize risk, portfolios are diversified across
asset classes, geographic regions, industry sectors, and issuers, according to
the risk and return expectations of the manager.


CLIENT SERVICE AND PROCESS

PERSONALIZED INVESTMENT ROADMAP

We undertake an extensive review through in-depth discussions with new clients
to guide and educate them as needed in order to discover and identify their
return objectives, tolerance for risk, tax situation and future capital and
income requirements. Our Investor Profile Questionnaire details the agreed upon
investment objectives and allowable asset class ranges. This is used to develop
a personalized investment plan that reflects the clients’ unique needs, and acts
as a roadmap for long term management. The Investor Profile Questionnaire is
updated as required, to ensure it reflects any material changes in client
circumstances.

DISCRETION / TRANSPARENCY

All of our client reporting is clear, concise and user friendly. Clients may opt
in to have secure online access to all account information to stay up to date.
Our compensation is entirely transparent and fee-based, calculated as a
percentage of the assets under management. Our fee is often lower than the
industry average. The average mutual fund investor in Canada pays 1.98% annually
(Source: Morningstar). By comparison our fees are lower. Management fees may be
tax deductible in non-registered accounts. Our fee is also fully transparent.

SAFEKEEPING OF ASSETS / COMPREHENSIVE REPORTING

Client assets are held by a custodian that is closely regulated by the
Investment Industry Regulation Organization of Canada (IIROC), and are protected
through the Canadian Investor Protection Fund. This fund covers a maximum of
$1million for all non-registered accounts, and another $1 million for all
registered accounts per client. Additionally, both Wickham Investment Counsel
and your custodian must adhere to the Personal Information Protection and
Electronic Documents Act (PIPEDA), to ensure that your personal information is
kept confidential. We provide clients with detailed quarterly reports in
addition to the monthly statements received directly from their custodian.


CONTACT US

DOUGLAS LANE
PRESIDENT, UDP & PORTFOLIO MANAGER


Contact

ALLAN MEYER
DIRECTOR & PORTFOLIO MANAGER


Contact

SEAN PUGLIESE
DIRECTOR & PORTFOLIO MANAGER


Contact

JEFF POCOCK
ASSOCIATE PORTFOLIO MANAGER


Contact

LAWRENCE J. DITTRICH
CHIEF COMPLIANCE OFFICER


Contact

LORY PETRUNTI
OFFICE MANAGER


Contact

VLAD PAVALOIU
PORTFOLIO MANAGER


Contact


LET US HELP YOU

Your financial well-being, critical to your future security, should be
safe-guarded by professionals. Our experience and high ethical standards, along
with low management costs and aligned interests, provide a greater likelihood of
asset protection and superior risk-adjusted returns. We are pleased to provide a
second opinion on an existing portfolio, and to meet with you in your manager
search.

We welcome any inquiries regarding our services and invite you to contact us.
Direct contact information is available or you can call our general office
number:

Wickham Investment Counsel Inc.
25 Main Street West, Suite 700
Hamilton, Ontario L8P 1H1
Tel: (905) 528-3090 Fax: (905) 528-3567


OUR ASSOCIATIONS



WE ARE REGISTERED WITH

Ontario Securities Commission
Alberta Securities Commission

WE ARE MEMBERS OF PORTFOLIO MANAGEMENT ASSOCIATION OF CANADA (PMAC)



How to select a portfolio manager



What is a portfolio manager






RDI DISCLOSURE FOR WICKHAM INVESTMENT COUNSEL

©  2024 Wickham Investment Counsel. Built using WordPress and the Materialis
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A NOTICE ABOUT COVID-19

Valued Clients,

Due to the COVID-19 Outbreak, Wickham has implemented its Business Contingency
Plan.

For Wickham, this means that its employees will be working from remote
locations, and its physical offices are closed until further notice.

For our clients, this means continued service with little or no apparent
interruption. Email and phone lines have been rerouted, so that you will be able
to seamlessly continue to contact your Portfolio Manager using the phone numbers
and email addresses that you presently use to contact them.

If you need to deliver documents to your Portfolio Managers, they will make
arrangements with you directly.

The only thing you will not be able to do in the short term, is physically
attend at our offices or physically meet with a Portfolio Manager. This is for
the both your safety and well being, and that of our employees. They are,
however, still just a call away and ready to serve you.

If for any reason you are unable to contact your Portfolio Manager, email us at
info@wickhaminvestments.com or leave a voice message at 905-528-3090, and we
will make sure someone contacts you in a timely fashion.

Stay Safe and Be Well,

Doug Lane

President

 * About Us
 * Our Client Focus
 * Investment Philosophy
 * Client Service
 * Contact Us
 * Our Associations
 * RDI Disclosure