Professional Expertise
All Portfolio Managers have years of investment experience and the education / credentials required by regulators to manage client investments (ie: CFA, CIM designations).
a broad shelf of leading investment managers
NOW Portfolio Managers
Next-Level Investing
Escape mutual funds for good with investment portfolios that put you in direct ownership of a clear, concise portfolio of assets. Enjoy exclusive investment approaches, styles and philosophies across a wide spectrum of managers.
Fiduciary Duty
Portfolio Managers have a legal duty to the client that obliges them to work in YOUR best interests only. This means that a Portfolio Manager can only make investment recommendations that serve your needs.
Discretionary Asset Management
All of our Portfolio Managers operate with full authority, ensuring client portfolios are responsive to market conditions and investment opportunities.
Lower Fees
All of our 3rd party asset managers share our vision of bringing exceptional investment management to Canadian investors at prices well below mutual funds.
Reporting
Transparency and clarity is the cornerstone of investment reporting from our Portfolio Managers. You should be able to understand what you own, what it's doing, and how much you're paying.
