Our Funds
Separately Managed Portfolios
Looking for a customized stock or bond portfolio built around a specific investment strategy? Our separately managed portfolios may be the investment solution you are searching for.
Separately Managed Portfolios are built to your specific goals and objective taking into account your risk tolerance, return objectives and investment time horizon.
- Separately Managed Portfolio Solutions
- Our Separately Managed Portfolio solutions can be customized to include a spectrum of portfolios from Income to Growth that are designed to meet your specific needs.
- Separately Managed Portfolio Fees
- Separately Managed Portfolios are charged an annual management fee that is calculated monthly. The fee is tiered depending on the total assets we managed for you.
- RRSP Eligibility
- Our Managed Account Portfolios can be Registered Accounts as well as Non-Registered Accounts.
Separately Managed Portfolio Partners
Investment Manager
StoneCastle Investment Management
Custodian(s)
National Bank Financial and Fidelity
Brokers
We are able to trade with various brokers across the street who can provide the best execution at the lowest price.