INVESTMENT & PORTFOLIO MANAGEMENT
NOW Asset Management
How do we determine who belongs on our 3rd party shelf?
Client Experience
We work with Portfolio Managers who have an excellent reputation for providing superior client service and know how to collaborate with our Financial Advisors.
Fees & Transparency
We choose Portfolio Managers who have consistent, publicly-available, and agnostic fee structures that do not favour one party more than another.
Size & Stability
We ensure the Asset Managers we work with have a robust performance record relative to their age as a firm, and manage over $500M in client assets.





