MacNicol & Associates Inc. offers a variety of models to reflect your own personal investing style and risk tolerance, ranging from very low-risk investments in fixed-income assets, to higher-risk equities from Canada, U.S. and Global exposure.
The objective of this strategy is to maximize income while simultaneously preserving capital and liquidity. To meet this objective, the strategy invests mainly in short-term bonds of the highest quality. We focus on corporate bonds, and Canadian and US$-pay preferred shares in order to be tax effective for the client.
Corporate Bonds must meet a minimum of a BBB credit rating to qualify for investment. Since safety of capital is of utmost importance, MacNicol & Associates does not deal in the trading of low-grade bonds.
The objective is to accomplish a blend of capital preservation and long-term growth. The portfolio holds a balanced mix of fixed income securities and Canadian equities. The fixed income portion reflects our Fixed-Income strategy, while the equity holdings focus on established Canadian companies whose dividends and share values have an excellent opportunity of increasing yearly.
The objective is a blend between preservation of capital and long-term appreciation through a mixture of Canadian and foreign equities as well as fixed-income securities.
Canadian Equity, U.S. Equity, Global Equity, EAFE Equity
These all-equity models incorporate the firm’s regional investment strategies.
Incorporating additional risk, equities have historically always outperformed other major asset classes:
Contact us today, and find out how we can help you succeed with your investment goals!