Professional Expertise
Professional Expertise
Professional Expertise
All Portfolio Managers have years of investment experience and the education / credentials required by regulators to manage client investments (ie: CFA, CIM designations).
Next-Level Investing
Professional Expertise
Professional Expertise
Escape mutual funds for good with investment portfolios that put you in direct ownership of a clear, concise portfolio of assets. Enjoy exclusive investment approaches, styles and philosophies across a wide spectrum of managers.
Fiduciary Duty
Professional Expertise
Discretionary Asset Management
Portfolio Managers have a legal duty to the client that obliges them to work in YOUR best interests only. This means that a Portfolio Manager can only make investment recommendations that serve your needs.
Discretionary Asset Management
Discretionary Asset Management
Discretionary Asset Management
Portfolio Managers operate with full trading and decision-making authority, ensuring client portfolios are responsive to market conditions and investment opportunities.
Lower Fees
Discretionary Asset Management
Lower Fees
All of the investment managers on our shelf share our vision of bringing exceptional investment management to Canadian investors at prices well below mutual funds.
Reporting
Discretionary Asset Management
Lower Fees
Transparency and clarity is the cornerstone of investment reporting from Portfolio Managers. You should be able to understand what you own, what it's doing, and how much you're paying.
Investment management made easy
Depending on your household's investable assets, as well as your investing preferences and personality, your NOW advisor will either recommend a suitable portfolio manager or introduce you to several in order for you to make your own choice.