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Discretionary Portfolio Management

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What is Discretionary Portfolio Management

As licensed Portfolio Managers we buy and sell securities for those who may not have the time or expertise to do it themselves.  We work together with you to determine the right level of risk for your circumstances. After that, we take control of the day-to-day decision making, giving our clients freedom and peace of mind.

A Variety of Portfolios

We manage a number of portfolios, called models, that incorporate various levels of risk.  So whether you are in retirement and don’t want to worry about market volatility, or you are just starting out in your career and can handle a higher level of risk, we can ensure that your investments reflect your circumstances.

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Alternative Asset Class

Our client portfolios allows us to access investments that are not normally available to the average investor.

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Fees

Our fees are based on the amount of assets under management, and decrease on a tiered basis as your investment balance increases.

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We Are Fiduciaries

This means that our advice must be in the best interest of our clients.

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CIPF (Canadian Investor Protection Fund) Coverage

As an IIROC (Investment Industry Regulatory Organization of Canada) member firm, your assets are protected in the event of insolvency through the CIPF. *Not all investment vehicles are covered by CIPF for more information visit their website at https://www.cipf.ca/.

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