MacNicol & Associates Asset Management

MacNicol & Associates is a trusted asset management firm based in Canada, offering global investment management and advisory services to individuals, families, trusts, estates, holding companies, and charitable foundations. Since our inception over two decades ago, we've consistently helped clients navigate turbulent markets and achieve their financial goals through tailored investment strategies and personalized guidance.

What Sets Us Apart

Our team of experienced professionals possesses deep expertise across asset classes, encompassing equities, fixed income, alternative investments, and real estate. We take a disciplined and holistic approach to wealth management, incorporating risk management, transparent communication, and active portfolio management.

Our Services

We offer a comprehensive range of services designed to meet diverse financial needs, including:

Wealth Management

• Portfolio management and advisory services
• Retirement planning and optimization
• Estate and trust planning
• Family office solutions

Investment Strategies

• Traditional and alternative investments
• Global and domestic fixed income
• Equity and fixed income strategies
• Alternative investments including private equity, hedge funds, and real estate

Client-Focused Approach

• Personalized investment plans tailored to each client's goals and risk tolerance
• Regular communication and transparent reporting
• Dedicated account management and client service
• Collaborative approach working in partnership with you

Thought Leadership and Expertise

• Monthly webinars and market insights
• Regular commentaries on industry trends
• Access to exclusive educational resources and tools

Commitment to Transparency and Sustainability

• Open communication and clear disclosure of investment practices
• Sustainable investing practices that consider environmental, social, and governance factors
• Active involvement in industry initiatives promoting financial wellness

Client Testimonials

Our satisfied clients consistently praise our personalized approach, deep expertise, and proven track record of success. Their testimonials highlight our commitment to client satisfaction, transparency, and exceptional service.