MacNicol & Associates, a leading force in Asset Management Canada, is dedicated to fulfilling its mandate of safeguarding and maximizing client wealth through a strategic and disciplined approach to global investing. Founded in 2001 by David MacNicol to offer professional global investment management and advisory services to: ● ● ● ● ●
individuals family trusts estates holding companies charitable foundations
WHAT SETS MACNICOL & ASSOCIATES The mandate of MacNicol & Associates is to safeguard and maximize client wealth APART by delivering significant long-term growth through global investing. At the core of MacNicol & Associates' strategy is a disciplined approach designed to yield excellent returns while effectively managing risk. This approach is intended to provide excellent returns, while limiting risk through diversification and reducing the portfolio’s exposure to the political and economic factors of any single country or specific sector.
INFORMED BY RESEARCH EXCELLENCE Backing our investment initiatives is a consortium of seasoned research professionals. Their expertise and dedication empower us to make informed decisions, stay ahead of market trends, and identify lucrative opportunities. In a world where financial landscapes can change rapidly, our commitment to research excellence ensures that our clients benefit from the latest insights and strategies in asset management across Canada.
INFORMED BY RESEARCH EXCELLENCE A consortium of experienced and seasoned research professionals supports MacNicol & Associates investment initiatives. In addition to the members of the Investment Committee, the company is part of a worldwide network of investment specialists that contribute to research and planning strategies. For those seeking premier asset management in Canada, we stand as a beacon of reliability and performance.
GROWING YOUR PORTFOLIO WITH MACNICOL & ASSOCIATES We meticulously analyze global markets, identifying opportunities that align with our clients' financial objectives. This proactive strategy empowers us to stay ahead of market trends, seizing opportunities for growth while mitigating potential risks. Our primary focus is on delivering substantial long-term growth, ensuring that our clients reap excellent returns on their investments. This commitment is underscored by our unwavering dedication to risk management, achieved through diversification strategies that mitigate exposure to the ever-changing political and economic factors of any single country or specific sector. So, if you're seeking expert Asset Management services in Canada, we are the premier choice to help you explore and identify the opportunities that align with your financial objectives.
Since 2010, we have teamed up with financial advisors assisting them and their top clients with our boutique investment management service.
ADVISORS
Advisor stays as primary relationship manager
Advantages to refer a client:
Advisor shares in 50%* of the management fee
Give client access to nontraditional assets such as commodities, private real estate, third party hedge funds and private equity through one single product and manger
Clients often reduce their portfolio management fees
Customized and personalized client reporting and year-end tax summarizing
Customized and personalized client reporting and year-end tax summarizing
INSTITUTIONAL ASSET MANAGEMENT Whether you seek income generation, capital appreciation, or a balanced approach, we have a solution that will meet your institution’s needs. Our experienced team combines deep market expertise, quantitative analysis, and qualitative insights to deliver strategies that align with your long-term financial goals.
Through our underlying limited partnerships, we invest in a diversified portfolio of over 100 private equity, private real estate, and hedge fund investments. We have an audited track record of success in adding value during down markets, underpinning our strong foundations, viability, and useability in institutional investment portfolios.
WE ARE COMMITTED TO ADDRESSING THE UNIQUE INVESTMENT OBJECTIVES AND RISK PROFILES OF INSTITUTIONS LIKE YOURS. Customized portfolios tailored to your organization’s specific investment goals and objectives.
A robust alternative asset program with over two decades of experience.
Lower fees compared to retail investment products.
Comprehensive custodial support and a seasoned and diverse investment team.