1 / 8

Choose MacNicol & Associates for Asset Management in Canada

MacNicol & Associates, a leading force in Asset Management Canada, is dedicated to safeguarding and maximizing client wealth through a strategic and disciplined approach to global investing. Our strategy's core is a disciplined approach designed to yield excellent returns while effectively managing risk.

macnicolasset
Download Presentation

Choose MacNicol & Associates for Asset Management in Canada

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. MacNicol & Associates, a leadingforcein Asset Management Canada, isdedicatedtofulfillingitsmandateofsafeguardingandmaximizingclientwealththrough a strategicanddisciplinedapproachtoglobalinvesting. Foundedin 2001 by David MacNicoltoofferprofessionalglobalinvestmentmanagementandadvisoryservicesto: • individuals • familytrusts • estates • holdingcompanies • charitablefoundations

  2. WHAT SETS MACNICOL & ASSOCIATES APART The mandateofMacNicol & Associates istosafeguardandmaximizeclientwealthbydeliveringsignificantlong-termgrowththroughglobalinvesting. AtthecoreofMacNicol & Associates' strategyis a disciplinedapproachdesignedtoyieldexcellentreturnswhileeffectivelymanagingrisk. Thisapproachisintendedtoprovideexcellentreturns, whilelimitingriskthroughdiversificationandreducingtheportfolio’sexposuretothepoliticalandeconomicfactorsofanysinglecountryorspecificsector.

  3. INFORMED BY RESEARCH EXCELLENCE Backingourinvestmentinitiativesis a consortiumofseasonedresearchprofessionals. Theirexpertiseanddedicationempowerustomakeinformeddecisions, stayaheadofmarkettrends, andidentifylucrativeopportunities. In a worldwherefinanciallandscapescanchangerapidly, ourcommitmenttoresearchexcellenceensuresthatourclientsbenefitfromthelatestinsightsandstrategiesinassetmanagementacross Canada.

  4. INFORMED BY RESEARCH EXCELLENCE A consortiumofexperiencedandseasonedresearchprofessionalssupportsMacNicol & Associates investmentinitiatives. In additiontothemembersofthe Investment Committee, thecompanyispartof a worldwidenetworkofinvestmentspecialiststhatcontributetoresearchandplanningstrategies. For thoseseekingpremierassetmanagementin Canada, westandas a beaconofreliabilityandperformance.

  5. GROWING YOUR PORTFOLIO WITH MACNICOL & ASSOCIATES We meticulouslyanalyzeglobalmarkets, identifyingopportunitiesthatalignwithourclients' financialobjectives. Thisproactivestrategyempowersustostayaheadofmarkettrends, seizingopportunitiesforgrowthwhilemitigatingpotentialrisks.Ourprimaryfocusisondeliveringsubstantiallong-termgrowth, ensuringthatourclientsreapexcellentreturnsontheirinvestments. Thiscommitmentisunderscoredbyourunwaveringdedicationtoriskmanagement, achievedthroughdiversificationstrategiesthatmitigateexposuretotheever-changingpoliticalandeconomicfactorsofanysinglecountryorspecificsector.So, ifyou'reseekingexpert Asset Management servicesin Canada, wearethepremierchoicetohelpyouexploreandidentifytheopportunitiesthatalignwithyourfinancialobjectives.

  6. ADVISORS Since 2010, wehaveteamedupwithfinancialadvisorsassistingthemandtheirtopclientswithourboutiqueinvestmentmanagementservice. Advantages to refer a client: Advisor stays as primary relationship manager Advisor shares in 50%* of the management fee Clients often reduce their portfolio management fees Customized and personalized client reporting and year-end tax summarizing Give client access to non-traditional assets such as commodities, private real estate, third party hedge funds and private equity through one single product and manger Customized and personalized client reporting and year-end tax summarizing

  7. INSTITUTIONAL ASSET MANAGEMENT Whetheryouseekincomegeneration, capitalappreciation, or a balancedapproach, wehave a solutionthatwillmeetyourinstitution’sneeds. Ourexperiencedteamcombinesdeepmarketexpertise, quantitativeanalysis, andqualitativeinsightstodeliverstrategiesthatalignwithyourlong-termfinancialgoals. Throughourunderlyinglimitedpartnerships, weinvestin a diversifiedportfolioofover 100 privateequity, privaterealestate, andhedgefundinvestments. We haveanauditedtrackrecordofsuccessinaddingvalueduringdownmarkets, underpinningourstrongfoundations, viability, anduseabilityininstitutionalinvestmentportfolios.

  8. WE ARECOMMITTEDTOADDRESSINGTHEUNIQUEINVESTMENTOBJECTIVESANDRISKPROFILESOFINSTITUTIONSLIKEYOURS. Customizedportfoliostailoredtoyourorganization’sspecificinvestmentgoalsandobjectives. A robustalternativeassetprogramwithovertwodecadesofexperience. Lowerfeescomparedtoretailinvestmentproducts. Comprehensivecustodialsupportand a seasonedanddiverseinvestmentteam.

More Related