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discretionary asset management

Benefits for clients. Benefits for advisors.

exercising the fiduciary

Discretionary Asset Management cannot work without someone holding a fiduciary duty to the client. The licensed Portfolio Manager or Investment Counsellor must always act in the client's best interests.

responsive investing

The key advantage of discretionary management is that changes can be made in a timely manner, and as such, investment decisions can be deployed quickly and in a responsive way.

simplified logistics

Financial Advisors are not involved in the advising or implementation of investment decisions. Clients have pre-authorized the Portfolio Manager to act on their behalf. This overcomes many logistical issues licensed advisors normally face.

freedom for clients

Clients are no longer needed for making day-to-day investment decisions. Clients trust their advisor, and they trust their Portfolio Manager to act in their best interests. This reduces the burden on clients to make decisions they often do not understand.