Saturday, February 13, 2016

Private Investment Management

With a minimum investment commitment of as little as $100,000, you can have access to the same kind of money management as billionaires and pension funds.

What are the benefits of Private Investment Management (PIM)? • Discretionary Managed Portfolios mean there is no need for you to make frequent decisions about your investments. A licensed portfolio manager is assigned to you. • Competitive fee structure, typically lower than that of mutual funds. • The potential for tax-deductibility of fees for non-registered assets. • Portfolios include a broad range of investments including private real estate, high yield bonds, mortgages, U.S., Canadian and International equities and private equity. • Top specialist managers are chosen in every category • Independent investment committee provides active portfolio re-balancing. • Client and family accounts can be consolidated and linked to create a clear household financial picture, reduce fees and maximize tax efficiency across multiple account types.

Through our preferred referral partner, Lonsdale portfolios by Newport Private Wealth, we offer a free analysis of your existing financial portfolio.

Please give me a call to set up your free portfolio analysis and a discovery meeting. We’ll determine your goals, risk tolerance, and time horizon, then create a recommended asset mix and portfolio for you personally.

Save on fees and get better money management – an unbeatable combination. 416-230-2703 or 705-798-0062. tim@timweichel.ca. www.timweichel.ca

Posted at 10:13 AM