Dimensional Fund Advisors

 
 

"Dimensional Investing is about implementing the great ideas in finance for our clients."

Dimensional is a new kind of investment firm. Because they have confidence in the capital markets, they think differently about investing and push the frontiers of innovation. Over the years, they have translated financial science into real world investment solutions, and through their revolutionary approach, investors may seek to capture what the market offers in all its dimensions.

Working years ahead of the industry, Dimensional forged a new way to invest. The firm inaugurated its strategies in 1981 with early research into the stronger performance of small cap stocks. Later, a comprehensive analysis of stock prices worldwide deepened the strategy repertoire and set a new standard for portfolio design. This evolution reflects an abiding belief in financial science and the efficacy of capital markets.

They see markets as an ally, not an adversary. Rather than trying to take advantage of the ways markets are mistaken, they take advantage of the ways markets are right—the ways they compensate investors. The firm designs portfolios to help their investors capture what the market offers in all its dimensions.

Dimensional Fund Advisors use a broad range of strategies around the world and has $617 Billion (CDN) in firmwide assets under management.

To read more about Dimensional Fund Advisors, please visit their website at this link.

 

Dimensional is owned primarily by employees and directors, and manages assets exclusively for institutional investors and the clients of registered financial advisors. From offices in Austin, Santa Monica, London, Sydney, Berlin, Amsterdam, and Vancouver their professional staff supervise portfolios and services clients twenty-four hours a day.

Dimensional Fund Advisors Canada is a Canadian portfolio management company registered in British Columbia since 2003. The firm currently offers eight strategies to investors in the Canadian market. Dimensional Canada is the manager, trustee, principal portfolio advisor, and promoter of the funds, while Dimensional Fund Advisors acts as sub-advisor for each of the funds.

"Dimensional" refers to the Dimensional worldwide group of companies, rather than to one particular entity. These companies are Dimensional Fund Advisors, Dimensional Fund Advisors Canada ULC, DFA Australia Limited, and Dimensional Fund Advisors Ltd.

 


Family Enterprise Xchange (FEX)

 

Family Enterprise Xchange is a national organization with opportunities to meet locally in a sponsor-free environment and exchange knowledge and wisdom.

FEX provides you with a safe community in which to share insights and experiences, as well as giving you a voice that will be heard in the most influential political and economic circles in Canada. FEX is dedicated to ensuring that you will have all the knowledge and resources you need to propel your family business to greatness.

FEX Mandate

The Family Enterprise Xchange (FEX) is the new independent association of business families and their professional advisors. Our supportive community provides shared wisdom, world-class expertise, and education to address the realities and opportunities unique to Family Enterprise. Our stakeholders are inspired by the difference they make.

Values

  • Every day we will make a difference and change lives
  • We provide our families with a safe, nurturing, and confidential environment where knowledge and experience can be openly shared
  • Advisors act with the highest code of conduct within and outside the organization
  • We act with integrity, honesty, and in the best interests of all stakeholders in everything we do
  • We provide a transformative experience for every family as a whole
  • In our community, you are never alone. We will support you wherever you are on your personal or professional journey
  • We're passionate about delivering leading-edge knowledge and wisdom that produces highly successful results
  • We inspire families to live their hopes and dreams, and create a legacy

Value Proposition for Family

For every member of a Family Enterprise looking for a trusted community that provides best practices, tools, and resources which allow you to navigate to success in every aspect of your journey.

 

Please visit https://family-enterprise-xchange.com/ for more information.


Final Frontier Group

 

Founded in 2006, the Final Frontier Group (FFG) is an independent group of seven successful portfolio managers and advisors from various firms across Canada who meet on a regular basis to share "best practice" ideas.

The thread uniting members of the group is a common belief in investment philosophy, portfolio management strategies, and client servicing initiatives. The advisors and advisory firms in the FFG oversee more than $1 billion worth of private client assets.