
Investment Management

A Portfolio Manager provides an elevated level of wealth management
You’ve worked diligently to build your assets and investment portfolio, providing you with peace of mind and financial stability. Now, it’s time to ensure your wealth continues to grow, allowing you to enjoy the lifestyle you’ve earned.
We believe the most effective approach is through discretionary wealth management, exclusively provided by advisors with the Portfolio Manager designation. A Portfolio Manager is a trusted and elite professional with advanced credentials and track record, dedicated to delivering an exceptional level of client service.
Advantages of partnering with a Portfolio Manager.
We believe that comprehensive personal wealth planning, backed by unbiased advice, collaboration, and transparency, is essential to meeting your needs and achieving your goals.
Dynamic Management
Entrusting day-to-day decisions to a Portfolio Manager enables swift responses to unexpected market fluctuations, enhances asset protection during challenging market conditions, and allows for the capitalization on unforeseen investment opportunities.
Peace of mind
Based on an Investment Policy Statement tailored to your specific needs, a Portfolio Manager adheres to regulatory standards and a rigorous investment discipline, providing added security.
Transparent Value-based Pricing
Portfolio Manager fees are transparent and calculated as a percentage of your investments, rather than being commission-based on high transaction volumes. Additionally, these fees may be tax deductible for non-registered accounts.
Comprehensive Reporting
In addition to the monthly or quarterly reports required by industry regulations, Portfolio Managers also provide additional reports that give a consolidated overview of all your accounts.
Bulk Trading
A Portfolio Manager can efficiently execute trades for all clients simultaneously, ensuring that everyone equally benefits from market opportunities.
Customizable Choices
A Portfolio Manager has access to a diverse range of investment options, including bonds, stocks, mutual funds, ETFs, and alternative investments, offering you the best strategies and instruments to grow your wealth.
Advanced Credentials
The Portfolio Manager designation provides a superior standard of wealth management and demands the utmost level of education and experience in the investment sector.
Strategic Tax Planning
Certain investment strategies offered by a Portfolio Manager can provide tax advantages, enhancing your ability to accumulate wealth both now and during retirement.
A Portfolio Manager’s fiduciary duty requires them to act with the utmost care, honesty, and good faith, making investment decisions that are unbiased, independent, and always in your best interest.
Reponsibility

Choose your personalized & customized Financial Advisory Services
Individuals might opt to switch advisors if they feel that their current advisor's expertise no longer matches their evolving needs and they seek someone with more advanced skills.
Our Portfolio Management Services
Comprehensive Services and with Transparent fees!
Active review, personalized solutions, and constant optimization of investment solutions based on established methods.
Save time and efforts by outsourcing the Investment research, analysis and day to day management.
Unparalleled access to global investment solutions beyond traditional avenues.
Customized planning taking into account factors such as risk, time horizon, tax implications and long term objectives
Continuously minimizes tax implications and optimizes after-tax investment returns.
Regular communication with market memos, and periodic reviews of investment and how they track against goals.
Offers full transparency with constant access to a dedicated Portfolio Manager.
Proprietary Bank Advisor
Embedded fees, unclear total cost and benefit!
Standardized questionnaires for investment recommendations.
Focuses on proprietary mutual funds and getting deals on credit cards, credit lines, and bank accounts.
Standardized approach towards retirement planning and analysis
Offer support but lacks dedicated, personalized advisory access.
Self Directed Investor
Free, but could be costly due to potential mistakes!
Relies on filtering through research, 'hot' tips, and family/friend suggestions and emotional choices
Requires significant time to manage life savings.
Minimal retirement planning and analysis
Our expansive product offering provides clients with choices tailored to fit their financial goals and advanced investment needs, via four distinct account management platforms:
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Discretionary Account Management via Advisor Managed Program
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Third party Portfolio Management via Masters Private Account Program
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Fee-based wrap program via Premier Program
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Traditional Self Directed Investment Accounts
Within the account management platform that we determine is the best fit for you and your family, we have the ability to source the appropriate investment products, including:
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Stocks
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ETFs
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Bonds
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Mutual funds
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Money Market Fund, GICs
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Alternatives, Structured Notes or Specialized Investment Products
What we Offer
Account Types Available
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Registered Retirement Savings Plans (RRSP)
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Registered Retirement Income Fund (RRIF)
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Locked in Retirement Account (LIRA)
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Locked in Income Fund (LIF)
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Tax Free Savings Accounts (TFSA)
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Spousal Registered Retirement Savings Plan (SRRS)
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Registered Education Savings Plan (RESP)
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Personal Investment Account
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Corporation Investment Account
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GIC Account
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Individual Pension Plans - IPP
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First Home Savings Account (FHSA)
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Registered Disability Savings Plan (RDSP)
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Informal and Formal Trusts Account


WELCOME
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Our Approach
We provide you with a full range of investment solutions across asset classes and geographies – fixed income, equities, asset allocation, specialty mandates and alternative strategies – along with a variety of investment styles customized to meet your individual needs
Portfolio construction is more than just building better portfolios. It’s about increasing the likelihood that your clients’ investment outcomes match their goals.
+ Understanding Investor Needs
We understand your unique needs, and combined with sophisticated portfolio construction tools and services, we design investment strategies that deliver better outcomes for you.
+ Proven, world-class solutions
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Multi-boutique shelf of core and niche investment solutions has you covered in any market condition.
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Multi-asset solutions approach enables us to efficiently deliver robust, diversified portfolios with sophisticated risk management.
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Access innovative strategies and the specialized expertise of global money managers.
+ Constructing Optimized portfolios
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Wide range of tools and solutions help construct effective portfolios.
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Customized portfolios using our unique strategies and modular approach as you progress through your life stages.
Partner with us to develop a personalized, independent review or your portfolio.

Reach your Financial Goals
Building long-term wealth is simpler than you may think. Starting early to invest and working with an advisor can help you reach your financial goals.
