Why work with a Portfolio Manager?

What is a Portfolio Manager?

Portfolio Managers represent the top of the qualification ladder in the Canadian wealth management industry.

They are held to the highest standards and have a duty to act with care, honesty and always in the best interest of their clients. Advisors with this registration have achieved a higher level of education, earning the Chartered Investment Manager (CIM®) or Chartered Financial Analyst (CFA) designation. In addition, they require a threshold of experience and special approval from the national regulatory body, The Canadian Investment Regulatory Organization (CIRO).

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Benefits of working with a PM?

As Portfolio Managers managing money within discretionary accounts, we are able to actively manage your portfolio with agility and a high level of responsiveness. In addition, you are able to access investment structures and asset classes that wouldn’t otherwise be available to retail investors at most other financial institutions. Focusing on a holistic approach to wealth management, we are better able to deliver a responsive and effective portfolio management service.