Personalized portfolio management was recently only available to a privileged few, but now our Private Investment Management Group – providing discretionary portfolio management – makes this opportunity a lot more accessible.
Raymond James Ltd. is one of the few organizations in Canada authorized to provide complete discretionary portfolio management to our clients. The distinguished Portfolio Manager designation, awarded to Wayne Nikitiuk, is reserved only for those of advisors who have attained the highest standards of training and experience in the financial industry.
The convenience, peace of mind, and undivided attention that comes with having your own dedicated Portfolio Manager, is now an option that you can choose. Whether you’re a growth-focused investor or a retired investor looking for lower risk and regular income, we will build the right portfolio for you with a clear focus on proper diversification to protect capital.
Your personalized portfolio can include stocks, bonds, ETFs (exchange traded funds), equity hedge funds and REITs (real estate investment trusts), based on your risk tolerance, goals and time horizon. In addition, we offer:
Stop losses on portfolio positions to protect profits and dampen overall volatility
Retirement income strategies and monthly income options
Regular monthly communication updates on your portfolio
Quarterly performance reporting and annual reviews to make sure you’re on track
24/7 online access to your portfolio to view holdings and activity
Through the Raymond James Partners Program, we have access to more than 40 top investment managers, including some of the very best money managers in Canada with global expertise and strong records of performance. We offer:
