Why Choose MacNicol & Associates?
MacNicol & Associates work closely with clients and external advisors to ensure investment objectives are met on an on-going basis. We pride ourselves on the high level of service offered to our clients. With a team approach and international resources, as well as a proven portfolio management history, we are prepared to meet your individual investment needs.
The Portfolio Manager monitors your portfolio on a regular basis, and clients have on-line access to account status and reporting in addition to receiving regular quarterly communication including statements from both MacNicol & Associates and the custodial financial institution.
Some of the additional benefits of investing with MacNicol & Associates are:
- Global approach yields less risk due to more diversification
- Independence, controlled size, investment experience and commitment to clients
- No conflicts of interest in deciding the investment strategy and no engagement in any brokerage or underwriting activities
- Control of client’s tax position at year-end, including a review of capital gains before year end in order to minimize taxes
- Custodial relationships are held with many of the major Canadian banks.
- Clients do not pay any sales commission to enter the relationship
- There are no hidden trailer fees
- Prompt and efficient execution, delivery and settlement of securities trading
- Simplified Quarterly statements showing a summary of total assets and revenue collected during the period
- Annual tax and capital gains statements are provided to assist with year-end accounting
- An internal system that ensures privacy for compliance of confidential information