Our team is unique in offering this service to local investors. Private Investment Management frees you from the day-to-day details of managing your assets allowing you to pursue what is important to you, confident in the knowledge that your wealth is being managed on a personal basis by a Portfolio Manager who lives in your community.
As a premium service, the Private Investment Management program is available exclusively to clients with portfolios exceeding $200,000. The program is ideal for:
- Busy entrepreneurs, professionals and executives
- Individuals concerned about estate planning and wealth transfer
- Family members and trustees responsible for household wealth
- Corporations, organizations and foundations
- Snowbirds and frequent travellers
- Individuals wishing to reduce day-to-day investment responsibility
Private Investment Management provides you with a completely customized portfolio. Your portfolio is built from the ground up based on factors such as your growth requirements, income needs and risk tolerance. Furthermore, you hold segregated securities in your portfolio providing you with greater flexibility in how your portfolio is structured.
Detailed information on the Private Investment Management program is can be found in the linked brochure.