The benefits of discretionary portfolio management
Eric Bower is a Portfolio Manager, qualified to make all your daily investment decisions with a fiduciary duty to act in your best interest.
This frees you from stress and empowers us to act quickly when opportunities or risks come up.
We create an Investment Policy Statement – a customized document that establishes your goals, objectives, risk tolerance, time horizon, and preferences – which acts as a roadmap that guides all our decisions.
You pay an asset-based fee so that our interests are aligned: we both benefit when your asset base grows.
BMO Nesbitt Burns Meridian Program
We recommend that our clients work with us through this fee-based managed portfolio account that provides your portfolio with a flexible combination of individual securities, ETFs and mutual funds. In collaboration with you, we will structure portfolios with the characteristics necessary to achieve strong performance over time. Investment management fees are fully disclosed, and you have access to our online account access portal, Gateway, which allows you to view your portfolio at any time. The goal is to put you and our team on the same side of the table, so that we are aligned in achieving your stated objectives.