Our Portfolio Managers
At The Legacy Group, we work with our clients in identifying financial services options which are based on each individual’s specific needs. When it comes to investment and portfolio management solutions, we have established referral arrangements with the three investment firms below, whereby we introduce our clients to the benefits of having a full discretionary managed account.
BCV Asset Management Inc
BCV Asset Management Inc. is registered as a Portfolio Manager in the provinces of Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland & Labrador, Northwest Territories, Nova Scotia, Ontario, Prince Edward Island, Quebec, and Saskatchewan; as an Investment Fund Manager in Manitoba, Newfoundland & Labrador, Ontario, and Quebec; and as an Exempt Market Dealer in British Columbia, Manitoba, Newfoundland & Labrador, and Ontario. This communication is directed only to persons resident in those jurisdictions.
For more information about BCV Asset Management Inc., please contact us or click below.
KAI Asset Management Inc.
For more information about KAI Asset Management Inc. and the services they provide, please contact us or visit their website at kaiasset.com or click the link below. Recent market commentaries for KAI Asset Management Inc can be found at: kaiasset.com/market-commentaries.