Investment Management Team
Professional Investment Managers
Our investment management teams are comprised of leading portfolio managers in Canada. Our team holds designations such as the Chartered Financial Analyst (CFA) designation, among others. These professional investment managers are primarily regulated by the Ontario Securities Commission (OSC) in Canada. With your consent, these portfolio managers will manage your personal, corporate and pension investment assets in accordance with the Investment Management Agreement (IMA) that will be implemented after a thorough discovery and onboarding process has been completed with all account holders.
Employing our Investment Management Team will minimize investment management conflicts of interest and afford you with the opportunity to increase your financial results by comparison to traditional advisory firms.
For more information about our investment management team, inquire here.
Professional Investment Managers
Our investment management teams are comprised of leading portfolio managers in Canada. Our team holds designations such as the Chartered Financial Analyst (CFA) designation, among others. These professional investment managers are primarily regulated by the Ontario Securities Commission (OSC) in Canada. With your consent, these portfolio managers will manage your personal, corporate and pension investment assets in accordance with the Investment Management Agreement (IMA) that will be implemented after a thorough discovery and onboarding process has been completed with all account holders.
Employing our Investment Management Team will minimize investment management conflicts of interest and afford you with the opportunity to increase your financial results by comparison to traditional advisory firms.
For more information about our investment management team, inquire here.
Professional Investment Managers
Our investment management teams are comprised of leading portfolio managers in Canada. Our team holds designations such as the Chartered Financial Analyst (CFA) designation, among others. These professional investment managers are primarily regulated by the Ontario Securities Commission (OSC) in Canada. With your consent, these portfolio managers will manage your personal, corporate and pension investment assets in accordance with the Investment Management Agreement (IMA) that will be implemented after a thorough discovery and onboarding process has been completed with all account holders.
Employing our Investment Management Team will minimize investment management conflicts of interest and afford you with the opportunity to increase your financial results by comparison to traditional advisory firms.
For more information about our investment management team, inquire here.