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Our Approach

At Gluskin Sheff, we seek to manage risk for our clients at two levels: at the asset mix level and at the portfolio model level.

The investment professionals from our Client Wealth Management team advise our clients on which combination of our portfolio models would be appropriate for their investment goals, and in what relative proportions. The team is seasoned and experienced, with a proven talent for assessing risk and structuring a client’s assets in a manner consistent with their investment objectives. We do not hire salespeople; rather, we have assembled a team of investment professionals who are driven to deliver the highest level of client service and who genuinely enjoy the relationships we establish with our clients.

Once the asset mix decisions have been made, investment professionals from our Investment Management team are responsible for the selection of the specific securities and relative weightings of the securities that comprise each of our portfolio models. We believe our strong investment returns are the result of the efforts of our experienced, cohesive and highly motivated Investment Management team, our focus on generating strong absolute, rather than relative, investment returns, and our disciplined risk management process.

This unconventional division of responsibilities between the Client Wealth Management team and the Investment Management team permits each group to focus on managing risk in a separate but complementary fashion, and to contribute most effectively to the prudent investment of each client’s investable assets.

For further information about investing with Gluskin Sheff, please contact us at: 1.866.681.6001 or

David Rosenberg

Chief Economist & Strategist


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Nearly every business day since 1997, David Rosenberg has been distilling his latest economic insights into an incisive report, which is emailed to readers around the world as Breakfast with Dave. Since he joined Gluskin Sheff in early 2009, Breakfast with Dave’s following has grown significantly.

Subscribe to Gluskin Sheff Research and access all editions of Breakfast with Dave, which includes the daily Main and Summary editions, occasional Special and Free editions, and the Weekly Buffet with Dave; a summary of Dave’s top insights from the week released every Friday.

He has consistently nailed his economic projections
Fortune Magazine



Sample reports: