We assist professionals and business owners by utilizing a needs based financial planning process. We simplify and coordinate their unique financial needs to provide clarity, transparency and accountability for investment performance. Frequently we will refer clients to Investment Counsellors or Private Client Money Managers for their portfolio management needs. Thus we become the client’s investment advocate and help hold the Investment Counsellor accountable.
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Please find a link below to a recent trade update for Antares’ Total Equity mandate. Included are their comments on the purchase of Rogers Communications Inc. and the sale of Moody’s Corp. 16-12-01 Total Equity Mandate Update Should you have any questions, please don’t hesitate to reach out.
Tony Demarin from BCV Asset Management, appeared on BNN’s Business Day AM segment earlier this week to discuss their expectations for the upcoming Canadian bank earnings announcements. Watch the segment here: http://www.bnn.ca/video/canadian-banks-with-global-exposure-poised-to-perform-better-portfolio-manager~1004628
View pdf of article: Why a full-stop retirement is not the best way to go