The Pro-Financial Private Client Group provides Canadian high net worth investors' discretionary wealth management and a direct relationship with an established Portfolio Manager.
Clients who meet the criteria for becoming a Pro-Financial Private Client Group member are privy to a direct relationship with the Portfolio Manager, enabling two way communication and manager accountability.
Fully customized to meet the specific needs of the high net worth investor, this exclusive service provides investor access to proprietary investment and portfolio solutions, utilizing similar criteria and techniques traditionally favored by pensions and endowments.
As a valued member of our Private Client Group you will receive an individually tailored program designed to meet your long term investment objectives and risk profile, and a level of communication and reporting predetermined by you.
Recognizing that life is dynamic and therefore the needs and circumstances of our clients may evolve over time, our commitment is to proactive portfolio review and rebalancing to ensure fulfillment of your long-term investment strategy. Our primary service goal is to ensure that all client objectives are continually met.
For clients of Pro-Financial Private Client Group, your personal Portfolio Manager is just a phone call away.
For more information on any of these funds please contact us.
