Investment Counsel
For qualified clients, we offer access to some of the most exclusive and talented Investment Counsellors in Canada. By leveraging our experience, we assist you in hiring an experienced Portfolio Manager that is aligned with your objectives, investment philosophy, and attitudes towards managing wealth.
What is Investment Counsel?
An Investment Counsellor, or Portfolio Manager, is a professional who offers continuous discretionary management of a client's investment portfolio and is professionally trained to select securities for the client's portfolio that are appropriate for their circumstance.
Investment Counsellors represent the most exclusive level of portfolio management for qualified individuals and families. For those with sufficient investable assets, engaging an Investment Counsellor can provide the following benefits:
- Direct access to the Portfolio Manager
- Lower Fees - including a transparent, tax-efficient fee structure
- Detailed reporting
- Account monitoring
- Personalized tax considerations
- Direct ownership of individual securities
- Strict adherence to your Investment Policy
To learn more about this elite level of portfolio management, please contact David Mason.
* Best suited for individuals and families with a minimum portfolio size of $500,000.
