Choose MacNicol & Associates for Asset Management in Canada

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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

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WHAT SETS MACNICOL ASSOCIATES APART
The mandate of MacNicol Associates is to
safeguard and maximize client wealth 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 portfolios exposure to the
political and economic factors of any single
country or specific sector.
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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.
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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.
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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.
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ADVISORS
Since 2010, we have teamed up with financial
advisors assisting them and their top clients
with our boutique investment management service.
Advantages to refer a client
Advisor stays as primary relationship manager
Advisor shares in 50 of the management fee
Clients often reduce their portfolio management
fees
Customized and personalized client reporting and
year-end tax summarizing
Give client access to non-traditional assets such
as commodities, private real estate, third party
hedge funds and private equity through one single
product and manger
Customized and personalized client reporting and
year-end tax summarizing
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INSTITUTIONAL ASSET MANAGEMENT
Whether you seek income generation, capital
appreciation, or a balanced approach, we have a
solution that will meet your institutions 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.
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WE ARE COMMITTED TO ADDRESSING THE UNIQUE
INVESTMENT OBJECTIVES AND RISK PROFILES OF
INSTITUTIONS LIKE YOURS.
Customized portfolios tailored to your
organizations 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.