MacNicol & Associates is pleased to offer financial planners a unique partnership opportunity to refer clients to our discretionary portfolio asset management program.
Since 2010, we have teamed up with financial planners assisting them and their top clients with our boutique investment management service.
- 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
WHAT OUR CLIENTS HAVE TO SAY
“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.”
“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.”
“At your recent presentation… I was able to speak with a small number of MacNicol clients, all of which spoke glowingly of this company.”
“Proactive in the markets, responsive to our needs – an asset to all 3 generations of our family.”
“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.”
“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.”
“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.”
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.
Growing Your Wealth Takes Patience and Strategy – We Can Help You Achieve Your Goals
Use this form to contact us with any questions or inquiries you may have and we’ll get back to you as soon as we can.
