Portfolio Manager

 

CanCity Capital offers investment advisory and discretionary fee-based portfolio management services. Our award winning team have experience, education and training in fiduciary issues. By utilizing various internal and external independent research sources, we develop a broad economic view of the world.

Here in CanCity Capital we develop a written agreement (known as an Investment Policy Statement or IPS) that takes into account our client’s specific investment needs, goals and vision. IPS is the basis upon which our client’s portfolio manager selects an appropriate mix of investments and makes discretionary adjustments to their portfolios. We meet our clients at least annually to ensure that the IPS is up to date and reflects their needs.

Accountant