Safe Harbor Investing by Wealth Management Experts in Toronto
The philosophy of MacNicol & Associates Asset Management Inc. is to preserve and increase the wealth of its clients by achieving consistent above average long-term results. Our strategy includes a disciplined focus, which provides clients with more diversification and less risk by reducing investment exposure to the factors of any single sector or country. Our investment approach is proven to help you weather the storm.
Your portfolio is monitored by a highly professional senior money manager. We communicate with our clients on an ongoing basis. Our expertise combined with our constant communication helps us avoid devastating icebergs that could sink your portfolio.
Separately Managed Account
Every Investor is unique. MacNicol & Associates offers a variety of models to reflect your own personal investing style and risk tolerance. Portfolios range from very low-risk investments in fixed-income assets, to higher-risk equities from Canada, U.S. and Global exposure. Every client has a customized portfolio with different risk and return characteristics.
Growing Your Portfolio with MacNicol & Associates
The Toronto skyline has seen exponential growth from 2001-2018. At MacNicol, we manage our client portfolios to grow with the ever changing environment of the financial markets. To learn more about our Safe Harbour investment strategy, please contact us at info@macnicolasset.com.
“I have been with MacNicol & Associates 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.”
“At your recent presentation… I was able to speak with a small number of MacNicol clients, all of which spoke glowingly of this company.”
“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.”
“MacNicol & Associates Asset Management is a firm that offers the best of Bay Street. Dave MacNicol is both exceedingly well-informed and exceedingly well-mannered, two equally important qualities when it comes to the matter of personal finance.”
“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.”
“The team at MacNicol has 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.”