HOW WE PARTNER WITH FINANCIAL PLANNERS AND CLIENTS IN TORONTO

Since 2010, we have teamed up with financial planners assisting them and their top clients with our boutique investment management service.

Values That Guide Your Experience

We measure success by more than performance — by how confident, informed, and supported you feel along the way. These principles shape how we work with you:

You’re never just a number to us. We listen to what matters to you, then build a customized strategy around your life’s goals.

We open doors to institutional grade active management, private equity, real estate, hedge funds, and downside protection that most investors can’t easily access.
Decisions are powered by deep analysis and a global network of insight, turning data into strategies tailored to you.
No bank products. No sales quotas. No hidden agendas. Our guidance stays aligned with one thing: your best interests.
When markets get tough, protection matters. We manage risk first so you can stay invested with confidence.
Built for lasting relationships, we remain your partner through every cycle, every challenge, and every opportunity ahead.

A Strategic Partnership for Financial Planners

MacNicol & Associates is pleased to offer financial planners a unique partnership opportunity to refer clients to our discretionary portfolio asset management program.

  • Planner stays as primary relationship manager
  • Planner shares in 50% of the management fee
  • Clients often reduce their portfolio management fees
  • Planner delegates reporting and investment responsibility to us, creating more time to focus on growing their business
  • 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

The role of private equity in meeting the funding needs of public pensions

Private equity investments involve acquiring equity interests in non-publicly traded companies or real estate assets, offering pension managers the potential for higher returns and greater diversification due to lower correlation and volatility to traditional public market investments such as stocks and bonds. This makes private equity an attractive option for investors with long time horizons looking to optimize and close funding gaps in pension programs.

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interested in partnering with us?

Interested in partnering with MacNicol & Associates? Complete the form below and a member of our team will be in touch to discuss how we can work together.

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