Who we are

Since 1991, we have been a registered Portfolio Manager in British Columbia, Canada.

What we do 

We provide tailored discretionary investment management to investors of most sizes, from individuals & families to foundations, charities and non-profit organizations.

How we do it

We employ stringent top-down, fundamental analysis to build a portfolio of securities that suits our clients’ objectives.

 

Latest Insights

April 2021 – Q1 Review

An epic battle between the ages was waged in the stock market over the past months, and it was one for the ages. Young amateur investors, those in their early to mid-twenties, were looking to squeeze profits out of old veteran professional investors by trading stocks against them. The premise of the young set was to unite an army of traders to take on and profit from the old guys. That army’s strategy was to pool their knowledge, through social media and online forums, and then pool their capital to buy, en masse, the shares of financially distressed companies with the view of forcing the old guys to buy those same shares off them later, but at higher prices.

Sounds like a plan.

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April 2021 – Forecast

We, along with every person we know, are looking forward to our vaccination appointments and an end to the year-long pandemic lockdown. Barring any major unforeseen glitches with the vaccine roll-out, we are forecasting a healthy economic rebound in the coming months. We see a high probability of economic growth surprising us on the upside. We believe that great many consumers will soon succumb to spring fever, after having endured cabin fever for what seemed an eternity.

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January 2021 – Q4 Review

The hyper speed at which the global economies completed a full cycle, from growth to recession back to growth, was not a surprise but other developments that unfolded during the economic recovery were. In fact, some of the observed consumer responses to the pandemic were downright counterintuitive.

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January 2021 – Forecast

Until early signs of herd immunity via mass vaccinations are evident, this virus will remain a hinderance to the economies’ recovery. “It ain’t over till it’s over”, as a well-worn sports cliché would put it. So, over the next few months, we expect only marginal improvements to GDP growth rates. However, looking further out to the latter parts of 2021, we are much more hopeful.

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Let’s chat.

We welcome all inquiries. Contact us to open a dialogue or start the discussion.

Lee, Turner & Associates Inc.

 Suite 790, 999 West Hastings Street 

 Vancouver, BC 

 Canada, V6C 2W2 

 Phone: (604) 689-3289 

 Fax: (604) 689-7862