Our commitments and beliefs │ EdgePoint Wealth Management Inc.

Before launching EdgePoint we travelled across the country to take the pulse of investors and their advisors. How did they feel about our industry? What did they think was lacking that we might be able to deliver on? With few exceptions, everyone we encountered said pretty much the same thing: We want change.

Frankly, that didn’t surprise us. We’ve been around long enough to be aware of the aspects of our industry that needed improving. The feedback we heard solidified our long-standing conviction that we could do better. First things first, we recognized that the relationship of trust was broken. We believed that a step forward in repairing that confidence was to establish clearly defined rules of engagement inspired by what’s important to our investment partners.

Our commitments to you:

We will put our investment partners (investors and their advisors) first in all business decisions.

We believe that investors and their advisors should be treated as our investment partners. When faced with any decision, we’ll be guided by the belief that what matters are our investment partners and what’s important to them.

We will consistently adhere to our investment approach.

We believe in our deceptively simple investment approach: Buy good, undervalued businesses and hold them until the market fully recognizes their potential. We believe following this approach requires an ability to think independently and a commitment to embrace the thorough research required to uncover opportunities the market doesn’t fully appreciate.

We will partner with financial advisors.

We believe that investors should seek out professional financial advice. A skilled and principled advisor can offer effective advice in helping reach financial goals. We hope advisors will recommend EdgePoint but understand that they may not. We believe that’s their value to their clients: independent, objective advice.

We will focus on delivering superior service to our investment partners.

We believe in the importance of highly responsive service, especially when you’ve entrusted us with your investments.

We will invest in our investment products alongside our investment partners.

We believe that our employees should invest their personal wealth in the company’s products. We believe that personal commitments to products by employees fosters a strong sense of accountability and ensures that employees' interests are aligned with those of our investors.

We will use investment results and not asset growth as our benchmark for achievement.

We believe in the importance of being investment led as opposed to sales and marketing driven. We believe the difference between these two types of organizations is material. A sales and marketing-led company spends more time and money gathering assets than it does investing the money it’s already gathered. An investment-led company focuses the majority of its efforts on building wealth.

We will build a distinct culture where our employees think and act like owners.

We believe that employees who think and act like owners make better long-term decisions. We believe long-term thinking from our employees will enhance the long-term wealth of our investment partners.

We will communicate with our investment partners regularly and honestly.

We believe informed investors and advisors make better decisions. We believe the ingredients of success in the wealth management business are investment results and reputation. We believe that the bond between both is setting expectations through open and honest communication.

We will endeavour to keep “it” simple.

We believe achieving superior investment results isn’t easy. Nevertheless, aspects of the investment management industry have become unnecessarily complex. We strive to keep our offerings, our company and our interactions with our partners as simple as we can.