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    Archived pages: 20 . Archive date: 2012-07.

  • Title: Gary Bean Securities Ltd.
    Descriptive info: .. Welcome to Gary Bean Securities Ltd.. Gary Bean Securities is a full service investment firm operating in the heart of Southwestern Ontario.. Our unique firm prides itself on being a premier partner to investors from across the province.. We have one of the broadest product and service ranges available in the financial industry.. Yet because we have no specific affiliations with fund companies or banks  ...   lies in our people, our process and our discipline.. MORE.. Services.. The Ledge Rock Program.. The Cornerstone Program.. The Granite Program.. Products.. Cash GICs.. Bonds.. Income Trusts.. Mutual Funds.. Common Shares.. Speculative Securities.. Newsletters Market Thoughts.. Recent Viewpoint.. Newsletters.. Home.. |.. Company.. Offices Contacts.. Legal disclaimer Privacy Policy Complaint Handling Process.. 2006 Gary Bean Securities Ltd.. All rights reserved.. Site development by.. Atomic North New Media..

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  • Title: Gary Bean Securities Ltd.
    Descriptive info: Our Difference.. Our Process.. Small town values, state of the art technology.. We truly know our clients.. Yet because we have no specific affiliations with fund companies or banks we have the ability to make completely objective recommendations.. Gary Bean Securities Ltd.. began around a kitchen table in a renovated home in Exeter, Ontario..  ...   stayed close to our small town roots in every aspect of our business.. Our head office is built with local resources and talents on a solid foundation as is our expertise and staffing.. From our solid foundation to our stone walls, Gary Bean Securities provides solid financial advice and portfolio management services.. Commitment.. Discipline.. Trust..

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  • Title: Gary Bean Securities Ltd.
    Descriptive info: THE LEDGE ROCK PROGRAM.. The Ledge Rock Program is a fee based program that moves the emphasis away from trading and focuses on growing your wealth.. This program offers the flexibility of a full service brokerage account with the added feature of a variable fee rate depending on the investment returns in your account.. The emphasis is on ensuring that we work together to increase your wealth.. THE CORNERSTONE PROGRAM.. The Cornerstone Program is a fee based program offering all of the same features as the Ledge Rock Program.. However, instead of a variable rate, the fees are set  ...   fee.. Fees are calculated quarterly based on the value of the assets in your account.. This fixed rate fee program ensures that we have a vested interest in the success of your accounts.. THE GRANITE PROGRAM.. The Granite Managed Investment Program lifts the burden of ongoing transactions from your shoulders.. Our Portfolio Manager and Associate Portfolio Manager will manage your portfolio on a discretionary basis, taking care of day-to-day investment decisions and administration.. The Granite Program offers either the variable returns base fee calculation as the Ledger Rock program or the fixed fee rate as in the Cornerstone Program..

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  • Title: Gary Bean Securities Ltd.
    Descriptive info: The Gary Bean Securities Product Lineup.. No two investors have an identical set of preferences.. It is for this reason that we customize each portfolio we build to the specific attributes embodied by our unique clients.. To build a portfolio that is suitable for an investor like yourself we offer a broad range of products covering the most risk-averse tastes of the GIC investor to the speculative interests of the common stock devotee.. Within each of the classes of  ...   risk and return profile of your overall portfolio.. The process used to determine which securities will enrich each area will differ from class to class but will always focus on one key goal, providing you with the best possible rate of return given your unique risk preferences.. All products can be held in:.. Investment accounts in Canadian or U.. S.. currency.. Registered Retirement Savings Plans (RRSP).. Registered Retirement Income Funds (RRIF).. Registered Education Savings Plans (RESP).. Tax-Free Savings Accounts (TFSA)..

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  • Title: Gary Bean Securities Ltd.
    Descriptive info: Exeter.. Hanover.. Erin.. Make your investments count with Gary Bean Securities Ltd.. Exeter - Main Office.. 588 Main Street South.. Exeter, ON.. N0M 1S1.. 192-10th Street.. Hanover, ON.. N4N 1N7.. R.. R.. # 2.. Erin, ON.. N0B 1T0..

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  • Title: Gary Bean Securities Ltd.
    Descriptive info: We are one of the few independent security firms remaining in Ontario.. To maintain capital stability, liquidity and current income your Gary Bean Securities investment advisor may invest in Government of Canada Treasury Bills, Guaranteed Investment Certificates or other short-term debt instruments.. Alternatively, there may be times when it is recommended that you hold cash balances in your brokerage account.. In many cases this cash pays a higher rate of return than comparable alternatives, is more liquid and has a floating rate..

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  • Title: Gary Bean Securities Ltd.
    Descriptive info: To provide investors with income and capital growth over the long-term, having regard for the safety of capital, our team focuses on selecting longer-term fixed income securities.. These securities may be federal or provincial government bonds, stripped coupon bonds and in some instances foreign bonds.. Additionally we may recommend that you invest in investment-grade corporate bonds when yields are attractive relative to comparable government products.. For the more risk-tolerant investor establishing positions in non-investment grade bonds or entering into short-term fixed income trading strategies solely seeking capital gains is also an option to consider..

    Original link path: /products_bonds.php
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  • Title: Gary Bean Securities Ltd.
    Descriptive info: We are unique for two reasons: our independence and our philosophy.. Within the income trust category our investment advisors seek out business, real estate and royalty trusts that offer distribution stability as well as an element of modest growth over time.. The advisors may invest in large, liquid and  ...   a client, and conversely may sacrifice some elements of stability when growth in unit values is of a higher priority.. We offer a range of alternatives in this category investing in both company specific unit trusts and in certain closed-end products if discounts to net asset value are available..

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  • Title: Gary Bean Securities Ltd.
    Descriptive info: Within the equity mutual fund category the Gary Bean Securities team follows a disciplined buy and sell approach developed within our firm over the past 8 years.. This momentum-based mutual fund approach works to identify both international districts and specific market sectors generating superior returns.. To build a portfolio of funds, or to find a group of funds that may compliment other assets in a portfolio our team follows a series of well-defined steps.. First, taking a master list of available funds, our mutual fund analysts eliminate the funds that do not meet our strict buy-side  ...   upward-sloping channel and have had success in the most recent quarter.. Next a list of possible buy-side candidates is generated and ranked from best to worst according to the Gary Bean Securities proprietary Relative Strength Ranking.. Finally a well-diversified portfolio is formed from the funds residing on our buy-side candidates list.. There are two model portfolios of funds that we may recommend to individual clients at any point in time.. The models differ only slightly in their respective approaches to fund selection with any marginal differences relating to the volatility of the funds recommended for portfolio inclusion..

    Original link path: /products_mutual.php
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  • Title: Gary Bean Securities Ltd.
    Descriptive info: Although the Gary Bean Securities team invests primarily in Canadian companies we may invest anywhere in the world and depending on market conditions may shift emphasis from one industry sector to another.. Within each sector of the market our team looks for common share investments that are inexpensive relative to their growth potential.. Specifically, we are looking for companies that have growth rates that are greater than their current price to earning multiple.. Using a bottom-up investment approach we will select companies that have the best combination of relative valuation, growth potential, competitive positioning and management ability.. To aid us in  ...   the entire analyst teams of National Bank Financial in Canada and Credit Swiss First Boston in the United States.. Furthermore, we frequently obtain fundamental data from Thomson Financial and technical analysis from Investors Business Daily.. But probably most importantly we access the expertise of Toronto based institutional advisor Computerized Portfolio Management Services - CPMS - for analysis of the Canadian market.. CPMS has an unparalleled track record recommending investments.. There is a category to suit the unique needs of any investor and applying the CPMS methodology in combination with our other sources of research leads us to our common share recommendations..

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  • Title: Gary Bean Securities Ltd.
    Descriptive info: Constantly scouring the investment landscape for new ideas in this exciting investment class is a part of each day for the Gary Bean Securities team.. But it should be known that this asset class is not the primary focus of our growing firm.. Speculative investments at Gary Bean Securities are used as a compliment to the more substantial income trust, mutual fund and common share positions that comprise the bulk of our client assets.. When investing in more speculative investment vehicles our firm seeks long-term capital appreciation  ...   seek specialized knowledge of the credibility and track record of company management, facts we believe to be critical to mitigating some risk in this volatile category.. While bottom-up analysis of the individual companies is critical for these types of securities we will also apply a top-down approach analyzing both the market and industry that the selected company operates within.. Undoubtedly our greatest successes in this asset class have come in the Oil & Gas and Metals & Mining sectors but we are not solely focused on these industries..

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    Archived pages: 20