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.
KAI Asset Management Inc. is a Portfolio Manager and Exempt Market Dealer registered in the provinces of Manitoba, Saskatchewan, British Columbia, Alberta and Ontario. The firm is also registered as an Investment Fund Manager (IFM) in the provinces of Manitoba and Ontario. This communication is directed only to persons resident in those jurisdictions.
For more information about KAI Asset Management Inc., please contact us or click below.