PERFORMANCE UPDATE
Krygier Wealth Management
: Who are we?
Directly managing over $140 million of individual client portfolios
Portfolio Manager: Mark J. Krygier, LL.B, CFP Vice President
TD Wealth
– Over 16 years advising clients, licensed Portfolio Manager since 2003
Associate Investment Advisor: Avital Pearlston, B.Comm, CFP
– Over 20 years in the investment industry, primarily with TD Bank Group
Investment Representative: Megan Thomson, MBA
Krygier Wealth Management
: Our Approach
Focus on high-income generating investments – historically the
most stable returns.
Lower risk approach - has produced lower than average volatility.
Well-diversified portfolios - in order to lower risk exposure to any
one investment.
Regular communication – we are available for daily communication,
and we provide written monthly market updates as well as
comprehensive individualized quarterly reporting.
TOTAL RETURN Managed Portfolios
Annualized Rates Of Return (In CDN $)
(to March 31, 2013)*
13.2%
15.5%
3.3%
2.3%
YTD
n/a
n/a
8.2%
10.0%
16.5%
TOTAL RETURN U.S.
PORTFOLIO
(90%/10%)
16.1%
6.7%
9.1%
1-Year
1.5%
11.5%
4.0%
-2.1%
S&P/TSX 60 CDN Index
5.6%
14.6%
12.7%
13.8%
S&P 500 US Index
10.4%
18.8%
10.1%
6.6%
TOTAL RETURN CDN
PORTFOLIO
(75%/25%)
5-Year
4-Year
3-Year
2-Year
0
5
10
15
20
1-Year
3-Years
5-Years
CDN Portfolio
TSX60
US Portfolio
S&P500
Krygier Wealth Management
TOTAL RETURN Managed Portfolios
Annualized Rates Of Return
TOTAL RETURN Managed Portfolios
Calendar Rates Of Return (In CDN $)
(to March 31, 2013)*
n/a
n/a
n/a**
1.5%
5.1%
15.5%
TOTAL RETURN U.S.
PORTFOLIO
(90%/10%)
13.2%
3.3%
2.3%
YTD
12.7%
8.1%
10.1%
2012
2.1%
-9.1%
6.35%
2011
-31.20%
31.90%
13.80%
S&P/TSX 60 CDN Index
-22.90%
9.0%
9.0%
S&P 500 U.S. Index
-17.58%
36.51%
17.04%
TOTAL RETURN CDN
PORTFOLIO
(75/25 mix)
2008
2009
2010
Krygier Wealth Management
TOTAL RETURN Managed Portfolios
Calendar Rates Of Return
(to March 31, 2013)*
-40
-30
-20
-10
0
10
20
30
40
2008
2009
2010
2011
2012
YTD
CDN Portfolio
TSX60
US Portfolio
S&P500 (CDN $)
information purposes only. The information has been drawn from sources believed to be reliable. Where such statements are based in whole or in part on information provided by third parties, they are not guaranteed to be accurate or complete. Graphs and charts are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, trading or tax strategies should be evaluated relative to each individual’s objectives and risk tolerance. TD Waterhouse Private Investment Advice, The Toronto-Dominion Bank and its affiliates and related entities are not liable for any errors or omissions in the information or for any loss or damage suffered.
The portfolio performance charts contained herein are shown for illustration purposes only. As they are based on actual individual client returns, performance reported herein may differ from the trading prices in other clients’ portfolios. The Portfolio Manager may not have actually been able to trade at the price used for a given security across all client portfolios, and both asset mixes and cash balances may vary between client portfolios. Therefore, the portfolios shown herein may have achieved better results than other client portfolios. No representations are being made that any client portfolio will achieve returns similar to the performance shown herein. Investors should not take this example or the portfolio performance returns as an indication, assurance, estimate or forecast of actual or future results. Actual performance returns may differ materially from the portfolio performance returns for reasons including, but not limited to investment restrictions and guidelines, the inception date of a client portfolio, fees, timing of trade execution and fluctuations in the market.
Krygier Wealth Management consists of Mark J. Krygier, Vice President & Portfolio Manager, Avital Pearlston, Associate Investment Advisor and Megan Thomson, Investment Representative. Krygier Wealth Management is part of TD Wealth Private Investment Advice.
TD Wealth Private Investment Advice is a division of TD Waterhouse Canada Inc., a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund. ® / The TD logo and other trade-marks are the property of The Toronto-Dominion Bank or a wholly-owned subsidiary, in Canada and/or in other countries.
Note that the rates of return for the Total Return managed portfolios are reported net of fees, while the benchmark returns are reported gross of fees. No representations are being made that any client portfolio will achieve returns similar to the performance of the Total Return portfolios shown herein. Investors should not take this example or the performance returns as an indication, assurance, estimate or forecast of actual or future results. Actual performance results may differ materially from the performance returns shown herein for reasons, but not limited to, investment restrictions and guidelines, the inception date of a client portfolio, fees, timing execution and fluctuations in the market.
