Portfolio Manager
Investments and Insurance
Why use a
Portfolio Manager?
“Always keep your portfolio and your risk at your own individual comfortable sleeping point. ”
— Mario Gabelli
01
Fair to all clients
Only a Portfolio Manager has the capability to execute trades simultaneously for all clients, guaranteeing that everyone equally benefits from market opportunities in a timely manner.
03
Discretionary Portfolio Management
Only Portfolio Managers are licensed for discretionary portfolio management. The designation of Portfolio Manager, held by fewer than 5% of all investment advisors in Canada, represents the highest standard in wealth management. Raj proudly manages the responsibilities of a Portfolio Manager.
02
Fee Transparency
Portfolio Manager fees are typically charged as a percentage of assets and are transparently disclosed. In many cases, these fees are lower than traditional mutual fund MERs, and may be tax-deductible in non-registered accounts — depending on your circumstances.
04
Active and responsive to Market
Discretionary portfolio management allows Portfolio Managers to make timely adjustments to client portfolios in response to market developments — a structure that supports risk management and agility in volatile conditions.