Private Wealth Management
We have access to some of Canada’s largest wealth management companies. Hal’s dual licensing provides multiple options to find the proper fit for you. Private wealth management solutions provide you with an actively managed portfolio designed to meet your needs and risk tolerance. These actively managed accounts become the core holding of our client portfolios.
Our clients have come to expect that the core portion of their portfolio is not exposed to excessive risk or volatility. Our portfolio manager solutions are ideally suited to the investor who has saved and whose goals have changed to preserve capital while still earning modest rates of returns. We expect this portion of your portfolio to deliver stable long term growth with much lower volatility than traditional indexes.
This conservative style of investing generally outperforms indexes in declining bear markets. We know you have worked hard to establish your wealth and it is important that capital preservation be a top priority.