ACTIVE TRADING · VANCOUVER, BC · SINCE 2005
Seasoned Traders Managing $285M in Client Assets Through Every Market Cycle Since 2005
Wondering if your capital could work harder — with full transparency into every trade? IBKR Investments Inc. has delivered 17 consecutive years of positive returns through disciplined, education-first active trading. No hidden fees. No black boxes. Every decision explained. Our founding story began with a simple frustration: investors deserve to understand exactly where their money goes and why.
90 minutes. No obligation. Complete clarity on what your portfolio could look like.
PROVEN RESULTS THAT SPEAK LOUDER THAN PROMISES
Do results matter more than promises? We think so. Here is what two decades of disciplined trading look like in practice — measured across full market cycles, including the 2008 financial crisis, the COVID-19 selloff, and the 2022 rate shock. These are not cherry-picked figures; they are audited outcomes spanning every year since our founding in 2005. Our active trading strategies are built for durability, not headlines.
Client Retention Rate
Measured over 10 years — no lock-in contracts, no exit penalties. Clients stay because results warrant it.
Assets Under Active Mandate
Grown organically through referrals. Zero paid advertising in 20 years.
Avg. Annual Outperformance
Net of all fees, vs. client-specific benchmarks (2021–2025)
Consecutive Positive Years
Through '08, COVID, and the 2022 rate shock — verified by independent audit
"The first-year results were the single highest-ROI decision we made outside of core operations."
— Karen Ng, CPA, CGA, CFO, Cascade Timber Holdings Ltd.
A FIVE-STEP DISCIPLINE THAT PROTECTS YOUR CAPITAL
Here is what most people don't know: the gap between mediocre investment performance and exceptional results rarely comes down to stock picks. It comes down to process — the repeatable, battle-tested framework that governs every decision before a single dollar moves.
Ours has five steps — none of which are optional. This process was developed by our co-founders, Marcus Chen and Daniel Whitfield, drawing on decades of combined institutional trading experience. It has remained fundamentally unchanged since 2005 because it works.
Strategy Blueprint
Two 90-minute sessions before a single dollar moves. We map your complete financial situation — income sources, liabilities, existing holdings, tax position, estate considerations, and time horizon. Most importantly, we assess risk capacity, not just tolerance. Tolerance is how much volatility you think you can handle; capacity is how much your actual financial situation can absorb without jeopardizing your goals. The Blueprint becomes the governing document of our entire relationship, revisited every quarter.
Custom Mandate Design
No model portfolios. No cookie-cutter allocations. Your trading mandate is built around your specific liquidity needs, drawdown limits, income requirements, and return objectives. A 35-year-old tech founder scaling toward an exit and a 65-year-old retiree preserving capital for multigenerational transfer will never hold the same portfolio at IBKR. We document the precise parameters — maximum drawdown thresholds, sector exposure limits, liquidity windows — and require your written approval before any capital is deployed. View our full range of active trading services to understand the building blocks we use.
Institutional-Grade Execution
Our trading desk, led by Daniel Whitfield — a former TD Securities institutional trader with 15+ years of experience — executes with direct market access, VWAP benchmarking, and real-time risk monitoring. Every trade is logged with timestamp, rationale, and benchmark comparison. The same infrastructure managing $16M family office mandates manages your $500K account, because we believe every client deserves institutional-quality execution regardless of account size. Our equity trading and options overlay capabilities leverage the same tools used by pension funds and endowments.
Transparent Reporting You Can Actually Understand
Monthly reports detail every trade: entry rationale, exit logic, position sizing reasoning, and — yes — what did not work. Our signature "What Didn't Work" section holds us accountable in writing, every single month. We explain what went wrong, why, and what we learned from it. You will never wonder what is happening with your capital. No jargon-filled summaries. No hiding behind benchmarks. Just clear, honest accounting of every decision we made with your money. As our clients consistently tell us in their own words, this level of transparency is what sets IBKR apart.
Quarterly Strategy Review & Recalibration
Every 90 days, Marcus and Daniel sit down with you — in person at our Vancouver office or via secure video — to compare actual results against Blueprint projections. We review every metric: net returns, risk-adjusted performance, drawdown events, fee impact, and tax efficiency. If market conditions or your personal circumstances require adjustments, we explain the proposed changes clearly and require your written approval before proceeding. No surprises. No unilateral decisions. Ever.
REAL RESULTS: CORPORATE TREASURY TRANSFORMED
Numbers on a page only matter when they translate to real outcomes for real businesses. This case study illustrates how our corporate treasury management service turned idle seasonal capital into meaningful incremental earnings — without compromising the liquidity or principal safety the client's board demanded.
How a Kamloops Forestry Company Turned $9M in Idle Cash Into $1.14M in Incremental Earnings
Cascade Timber Holdings had $6–9M in seasonal capital parked in GICs earning 1.2–1.8%. The board wanted better returns but had zero tolerance for illiquidity or principal loss beyond 3%. Previous conversations with two major-bank wealth divisions had yielded only off-the-shelf balanced fund proposals — none addressing the company's unique seasonal cash flow patterns or payroll timing requirements.
IBKR designed a custom short-duration trading mandate: Canadian large-cap equities and covered call strategies, strict 2.5% quarterly drawdown limits, and weekly liquidity windows aligned precisely with bi-weekly payroll cycles. Daniel Whitfield personally managed execution, with real-time risk monitoring and board-level reporting delivered monthly. The mandate was structured so 100% of capital could be liquidated within five business days at any point.
6.8% net annualized return over 30 months — after all IBKR fees. Maximum drawdown never exceeded 1.9%, well within the board's 3% threshold. Approximately $1.14M in earnings above what GIC yields would have generated. The CFO reported to the board that the engagement represented the company's highest-ROI decision outside core forestry operations.
"When I presented the first-year results to our board, the CEO asked why we hadn't done this five years ago. That single question validated everything."
— Karen Ng, CPA, CGA, CFO, Cascade Timber Holdings Ltd.
WHAT CLIENTS SAY AFTER YEARS — NOT MONTHS
We could tell you why our approach works. But it means more coming from the people who entrusted us with their capital — and chose to stay. These are a few of the voices from our 94% client retention rate. Read more testimonials from investors, CFOs, and family offices across Western Canada.
I moved $3.2 million from my bank's wealth management division to IBKR in 2021, and the difference has been night and day. Not just in returns — though those have been substantially better — but in how Marcus and Daniel communicate. Every month I get a report that tells me exactly what they bought, what they sold, what worked, and what didn't. My bank never did that in 14 years.
What I appreciate most about IBKR is the "What Didn't Work" section in their monthly reports. I have never had an advisor voluntarily tell me about their mistakes, let alone explain what they learned. That level of honesty made me trust them more, not less. It is, frankly, unheard of in this industry — and it is why I referred three colleagues within my first year.
Our family had four different advisors, overlapping holdings, and no one talking to each other. IBKR consolidated everything, found $47,000 in fee duplication we didn't know existed, and built individualized strategies for three generations. Marcus personally walked my 78-year-old mother through her portfolio — in plain language — until she felt confident.
YOUR NEXT STEP
Your Capital Deserves a Strategy, Not a Sales Pitch
Every week you wait is a week your idle capital underperforms. Wondering what a custom trading mandate could look like for your situation? Our Strategy Blueprint is 90 minutes, carries no obligation, and will give you more clarity than most advisors provide in a year.
You will sit down with Marcus Chen or Daniel Whitfield personally — not a junior associate, not a sales rep. They will assess your current portfolio, identify inefficiencies, and outline what a disciplined active trading mandate could look like, calibrated to your specific risk capacity and financial goals. Whether you proceed with IBKR or not, you will leave with actionable insights. Learn more about our team →
Start Your Strategy Blueprint — Book This Week →Average new client onboarding: 12 business days from first call to first trade.