Polaris advisors follow an evidence-based approach to investing. This approach has evolved out of decades of research by leading academic minds around the world. At the core of this philosophy is a broad-market, geographically diversified approach to investing with an embedded value and small-cap tilt. This philosophy allows us to avoid or minimize the main pitfalls associated with traditional active management, including cash drag, market impact costs, unnecessary taxation and trading costs. For more details on how we do this, read our page about structural efficiencies.
Polaris advisors predominantly use investment products from Dimensional Fund Advisors (DFA) Canada and/or broad market exchange-traded funds (ETFs). DFA Canada provides cost-effective asset class investment solutions to a select group of fee-only financial advisors. ETFs are low-cost, tax-efficient investment funds traded on stock exchanges.