Company Summary
Dixon Mitchell Investment Counsel Inc. is an independent national wealth management firm, providing investment solutions for individual and institutional clients, to assist them in achieving their financial goals, allowing them to focus on what matters most.
Dixon Mitchell was established in 2000 with the goal to provide clients with a focused management approach and be a true steward of client wealth. DM’s strengths lie in the combined experience of their investment professionals, disciplined investment process, and an unwavering commitment to clients. The company is employee-owned and fully independent, with conflicts of interest eliminated through the requirement that the financial portfolios of all partners be invested alongside client assets. Dixon Mitchell is headquartered in Vancouver BC, with a branch office in Calgary.
Unique Value Proposition
Unique Value Proposition:
Dixon Mitchell has established a long history of wealth stewardship and investment performance, comprising both return generation and effective risk management. The firm is rooted in the belief that superior long-term results are achieved through comprehensive internal research, accurate appraisal of fundamentals, and the conviction to act on this work. DM’s equity approach follows a disciplined three-step process, comprising quantitative screening, qualitative scoring, and fundamental analysis.
Quantitative Screening – each day, our proprietary screen appraises more than 2500 stocks in search of names meeting our requirements for valuation, profitability, and balance sheet strength.
Qualitative Scoring – once a candidate stock is identified through our quantitative process, it is evaluated on a qualitative basis, with attributes such as management strength, barriers to entry, and industry outlook assessed and graded.
Fundamental Analysis – all DM candidate stocks undergo detailed financial statement analysis and scenario modeling, with a risk/reward ratio established for each position.
AUM ($Bil)
$4.3
Year Founded
2000
Key Personnel
Janine Guenther, President
Don Stuart, EVP and Executive Chair
Address
Suite 1680, 1055 West Hastings Street
Vancouver, BC
V6E 2E9