Welcome to MacNicol & Associates Asset Management Canada

We offer professional global investment management and advisory services to individuals, family trusts, estates, holding companies and charitable foundations.

RESOURCES, VIDEOS AND COMMENTARIES

Questions about your portfolio?
Ask our experts.

About Our Firm

The mandate of MacNicol & Associates is to safeguard and maximize client wealth.

Resources

Useful financial resources, including notes, commentaries, and video presentations.

Events

Monthly presentations and communications where we discuss key capital market events and thematics.

WHAT OUR CLIENTS HAVE TO SAY

“Proactive in the markets, responsive to our needs – an asset to all 3 generations of our family.”
— Ms. H.B.

“At your recent presentation… I was able to speak with a small number of MacNicol clients, all of which spoke glowingly of this company.”

— Mr. A.B.

“We’ve developed a great partnership with MacNicol & Associates. Their dedication to our client’s investment success is evident. We admire the disciplined approach, proven track record, and leading-edge solutions that are so hard to find in one relationship.”

— Mr. S.P.
“Thank you for your recent advice concerning my personal financial matters. Since I have been a client of MacNicol & Associates (2001) you have assisted me with not only my investments but also other personal financial matters. David, it is very comforting knowing that you always have my best interest at the forefront of your decision making. Thank you for your personal attention.”
— Mrs. P.S.

“The team at MacNicol have assembled a portfolio solution that is quite unique in Canada, and is most suited to my largest clients. The combination of equities, hedge funds, private equity, real estate, and other bespoke solutions have resulted in a protected journey when traditional equity markets are challenged, while participating in upside opportunity. Many claim “pension-style” management, but MacNicol delivers.”

— Mr. D.W.
“A big congratulations on another milestone. It’s a tough business and a terrific accomplishment to be serving your investors for over two decades. As an investment partner and client, I have always appreciated the partnership and friendship. Best of luck going forward to you and the team.”
— Mr. S.F.
“I have been with MacNicol & Associates for the last 7 years [since 2007] and can, without reservation, attest to the capability of this firm. The market has been through some peaks and valleys, but David and his staff have always remained solid and innovative. I am very pleased with the returns on my portfolio, but more importantly value David’s transparency and regular communication with me. No major moves are done without explanation first and my consent. Portfolio status and strategy are reviewed on a regular basis. The associate staff has always been very responsive and easy to deal with.

I am not in the financial field and and this means that I essentially have to put my trust in this firm. I didn’t simply hand over my trust however..They have earned it.”

— Dr. T.M.

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