Established in 1939, Leon Frazer is the oldest independent investment
organization in Ontario. Our approach to investment management is
straightforward and might best be characterized as the "reasonable man"/value
approach.
This entails a healthy sceptical selection process based on our own in-house
research complemented by the resources from the leading Canadian and US
investment organizations. Our goal is to try to tailor each client's portfolio
towards a reasonable balance of income/growth depending upon the client's
individual objectives/risk profile. Easier said than done in this volatile era.
Our investment focus is to identify individual companies, primarily in
Canada or the US, which have good earnings/cash flow which can be purchased at a
reasonable price (offer a prospective return greater than fixed income without
any heroic assumptions - this list is actually quite small in the current
environment). In the absence of such opportunities, for balanced investors we
will counsel that it is better simply to reallocate more to fixed yields and
wait patiently for better moments down the road.
Our client base is primarily high net worth individuals,estates and trusts who seek an objective independent highly personalized
approach to their affairs. Additionally we also serve institutions,charitable foundations and pension plans. Our Assets Under Management now
total $1.8 Billion. The loyalty of our long term
clients is the best testament to our results and level of service.
