Discretionary Asset Management

As Associate Portfolio Managers, Greg and Allan Newman can manage your portfolios without requiring your day to day involvement. This can be an ideal solution for busy professionals, business owners, retirees, frequent travellers, or those who simply do not wish to deal with the day to day demands of portfolio management. Allowing you to take a hands-off approach, this full service program ensures that your financial goals are met with expertise, convenience and peace of mind.

A portfolio of carefully selected stocks and bonds is tailored to meet your unique requirements, such as income needs and tolerance for market volatility. Client portfolios are fully managed without requiring any day-to-day client involvement. All decisions are made with your best interest at the forefront, considering factors such as tax and income implications. You receive the benefit of personalized, professional investment management without the inconvenience of frequent trade phone calls leaving you free to focus on what really matters, knowing that your investments are well looked after.

You are updated with regular communications, including scheduled meetings to review your progress and discuss any life changes that could potentially impact your goals. A comprehensive tax reporting package is prepared for each MPP client, allowing for simple record keeping and reduced accounting costs.


Please contact us today for more information.

 

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® Registered trademark of The Bank of Nova Scotia, used under licence. ™ Trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management™ consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. ("SCI"). Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of SCI. Insurance services are provided by Scotia Wealth Insurance Services Inc., the insurance subsidiary of SCI. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Underwriters (Financial Security Advisors in Québec) representing Scotia Wealth Insurance Services Inc. SCI is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. The Newman Group is a personal trade name of Greg Newman and Allan Newman.

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