Discretionary asset management

Discretionary asset management

As Associate Portfolio Managers, Greg and Allan Newman can manage your portfolios without requiring your day to day involvement.

This can be an ideal solution for busy professionals, business owners, retirees, frequent travelers, or those who simply do not wish to deal with the day to day demands of portfolio management. Allowing you to take a hands-off approach, this full service program ensures that your financial goals are met with expertise, convenience and peace of mind.

A portfolio of carefully selected stocks and bonds is tailored to meet your unique requirements, such as income needs and tolerance for market volatility. Client portfolios are fully managed without requiring any day-to-day client involvement. All decisions are made with your best interest at the forefront, considering factors such as tax and income implications. You receive the benefit of personalized, professional investment management without the inconvenience of frequent trade phone calls – leaving you free to focus on what really matters, knowing that your investments are well looked after.

You are updated with regular communications, including scheduled meetings to review your progress and discuss any life changes that could potentially impact your goals. A comprehensive tax reporting package is prepared for each MPP client, allowing for simple record keeping and reduced accounting costs.