Services

Wealth & Estate Planning

Portfolio Management

 

DISCRETIONARY PORTFOLIO MANAGEMENT

Wealth management expertise with a focus on capital preservation and risk management

With today’s more complex and globally interconnected markets, many investors put their trust in professional portfolio management to build and protect wealth. 

Our Private Investment Management Program (PIM) combines institutional-style portfolio management with the undivided attention of a dedicated Portfolio Manager, and the industry expertise required to attain the PM designation. Private Investment Management delivers tailor-made solutions for wealth management that reflect your financial goals and priorities – today and for future generations.

Key Features

  • A consultative process that customized our Investment Counselling Program to your unique financial needs and objectives.

  • Access to more than 10 institutional money managers and 32 different madates covering a wide array of asset classes and investment styles

  • Ongoing monitoring of positions and asset allocation in accordance to market conditions and changing expectations

 

Client Benefits

  • Access to a wide selection of investment madates covering a spectrum of asset classes, investment styles and strategies

  • Direct ownership of securities that allow for tax efficient solutions

  • Freedom from day to day investment decisions as the madates are discretionary

  • Predictable and transparent monthly management fee

  • Consolidated Quarterly Performance Reporting and Year End Fee Summary

  • Management fees may be tax deductible for non-registered accounts

 

 

 


 

 

 

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