Since 2010, we have teamed up with financial advisors assisting them and their top clients with our boutique investment management service.

Advantages to refer a client:

  • Advisor stays as primary relationship manager
  • Advisor shares in 50%* of our management fee
  • Clients often reduce their portfolio management fees
  • Advisor delegates all investment trades, record keeping and investment responsibility to us, creating more free time
  • Client now has access to investments they may not have had access to previously (Stocks, Bonds, Alternative Investments, Private Equity and Third Party Hedge Funds)
  • Customized and personalized client reporting and year end tax summarizing

 

For more information, contact Brook Pickering   brook.pickering@macnicolasset.com 416-367-3040 ext. 223

 

*Limited time offer