You can now gain access to some private
investment counsel firms with an investment portfolio of as little as $ 500,000.
In 1987, he bought Advantage
Investment Counsel for $ 200,000, which he built into the country's largest independent fund company.
If you have borrowed money to invest, or paid
investment counsel fees, chances are you can make a deduction against all your other income.
While investment counsel will charge annual fees of 1 % or more of your portfolio, customized portfolios set up with the appropriate asset allocation will perform better in the long run.
We provide
expert investment counsel to defined benefit plans, insurance companies, central banks, and investors who need sophisticated fixed income solutions.
We provide
effective investment counsel because of our intimate knowledge of the financial markets and a thorough understanding of each client's investment objectives.
Homeowners, homebuyers and real estate investors are advised to seek qualified legal, tax and
investment counsel whenever engaging in mortgage and real estate decisions.
Once you've found a reputable
private investment counsel firm that fits your needs and you've handed over your hard - earned savings, you can sit back and relax.
There are three categories
of investment counsel firms — bank - owned firms, the large independent firms, and smaller boutiques.
Screening by historical record and investment style, the prospective client develops a «long list» of potentially
suitable investment counseling firms.
Where oil prices go next is anybody's guess, but while they fall, Jerry Koonar of Leith Wheeler
Investment Counsel in Calgary is seeing stock valuations become more and more attractive.
Every stock and bond we consider must first meet the strict financial criteria set by our experienced team of portfolio managers and analysts at
Schwartz Investment Counsel, Inc..
In addition to running her own financial planning firm, Nancy was a Managing Director and Chief Operating Officer for several Legg Mason Inc. affiliates, most recently Legg
Mason Investment Counsel and Trust, N.A., where she served on the Executive, Operating, Investment and Trust Administration committees.
Managing over $ 1 billion in client assets, Gamble
Jones Investment Counsel serves clients through a seasoned team of relationship managers, investment analysts and a Client Service Team.
«Investors who rely on bond products to keep them safe and provide a reasonable rate of return could be very disappointed for many years,» explains Miles Clyne, a portfolio manager with the Tycuda Group at MacDougall
Investment Counsel Inc. in Langley, B.C. Current low interest rates and the impact of rising rates in the future, are «foretelling a not - so - pretty picture.»
SEAMARK Asset Management Ltd. (SEAMARK) is a Halifax, Nova Scotia based
investment counsel with over 30 years of investment management experience.
«Anyone should consider using a Canadian preferred share index ETF as an alternative to a corporate bond ETF allocation because an investor will pick up at least 1 % in current yield without taking on any more credit risk,» says Terry Shaunessy, president and portfolio manager at
Shaunessy Investment Counsel in Calgary.
Prior to joining Atlanta Capital, he was affiliated with Crawford
Investment Counsel as a research analyst and served on the equity investment team.
«If they're going to agree to this and this deal gets done, it looks like it's evidence of the fact that they want to be more focused, geography-wise with where they're going with the business,» said First
Avenue Investment Counsel CEO and chief investment officer Kash Pashootan.
Joining King is (from left): Kathleen Taylor, RBC Chair of the Board; Noreen Taylor, Chair and Founder of the RBC Taylor Prize; and Vijay Parmar, President RBC
PH&N Investment Counsel.
Greg Placidi, senior portfolio manager at
Excel Investment Counsel, calls these sustainable secular growth themes «unstoppable forces» — investment drivers that often get overlooked when people pay too much attention to noise surrounding the market.
Cobra Electronics Corporation (NASDAQ: COBR) is another tiny undervalued asset play with an activist investor — Howson
Tattersall Investment Counsel Limited — disclosing a 10 % holding in its 13D notice filed September 24 last year.
Bank -
owned investment counsel services are often part of an overall «wealth management» division and may include access to experts in financial planning, taxes, estate planning as well as investments.
Mr. Watsa formerly served as Vice President of GW Asset Management from 1983 to 1984 and in various positions, ultimately as a Vice President, with Confederation Life
Investment Counsel from 1974 to 1983.
James Cole, senior vice-president and portfolio manager with
Portland Investment Counsel, would rather see a company that has a long track record of steady growth than one that's been soaring for a year or two.
Gordon Reid, president and CEO of
Goodreid Investment Counsel, joins Paul Bagnell to discuss the latest development in the NAFTA renegotiations, in which U.S. Trade Representative Robert Lighthizer declared «NAFTA countries are nowhere near close to a deal» just hours after Prime Minister Justin Trudeau said a good deal was on the table.
Mr. Watsa formerly served as Vice President of GW Asset Management from 1983 to 1984 and in various positions, ultimately as a Vice President, with Confederation
Life Investment Counsel from 1974 to 1983.
Amidst this turmoil, RIM's shares have dropped 71 percent since the beginning of this year, while an analyst from Bahl &
Gaynor Investment Counsel referred to the Playbook as an «albatross or a yoke around the neck.»
«A concentrated portfolio goes hand in hand with your investment approach,» said Effie Wolle, chief investment officer at Toronto - based
GFI Investment Counsel.