Exclusively for portfolios exceeding $150,000 CAD, our discretionary portfolio management allows your investment to be delegated to us so that you can free yourself from the hassle and the confidence of knowing it is managed by an investment professional adhering to the highest standards.
Private clients establish and maintain a direct working relationship with our Associate Portfolio Manager and ensure that the investment goals and the portfolio strategy are aligned.
Direct Access to Your Associate Portfolio Manager
Many investment programs do not have a direct working relationship with the Portfolio Managers. We believe our private clients should have direct access to the person who is making the investment decisions for them. We offer our private clients the opportunity to build a long-term relationship with the Associate Portfolio Manager to help them reach their investment goals.
Efficient Investment Strategy
Your portfolio will be customized based on your investment goals and risk profile. The day-to-day management of your portfolio is delegated to us based on a set of guidelines to ensure an efficient and timely execution of the investment strategy.
Education & Experience
Our Associate Portfolio Manager has met rigorous investment management education and experience and is licensed to provide discretionary investment management. It includes extensive investment experience in the industry, in-depth knowledge of the equity markets and individual security analysis, and a track record of managing a multi-million dollar portfolio.
We operate on a fee-only basis, and we do not receive commissions from investment products or volume of transactions. This allows us to maintain a high level of objectivity when recommending investment solutions.
We are required to operate with care, honesty, and good faith and always act in the best interest of our private clients. We have the fiduciary duty to be unbiased and objective in our investment advice and uphold the highest standards of professionalism in the industry.
Contact us today and find out if discretionary portfolio management is right for you.
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Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through Pegasi Private Wealth of ACPI, an approved trade name of ACPI. Only investment-related products and services are offered through Pegasi Private Wealth of ACPI and are covered by the CIPF. Fee-based financial planning and consultation services are provided through Pegasi Wealth Advisory. Pegasi Wealth Advisory is an independent company separate and distinct from Pegasi Private Wealth of ACPI.