An Experienced Team
Working for You

Letko Brosseau has managed assets for private clients since the inception of the firm in 1987. Our Private Wealth Team consists of qualified professionals with diverse backgrounds.

The Senior Investment Counsellors are committed to understanding your unique investment objectives and strive to acquire in-depth knowledge of your current financial situation. Through a comprehensive preliminary assessment and ongoing communication, our team can develop the appropriate asset allocation strategy that reflects your time horizon, individual investment objectives and risk profile.

The Benefits of a Discretionary Service

Private client investment counselling is a discretionary service: Letko Brosseau manages your portfolio by making all buy and sell decisions on your behalf. This provides you with comfort and peace of mind, knowing that a talented and experienced investment management team is doing in-depth research and working to meet your long-term goals. You will receive quarterly portfolio reports and meet with your Senior Investment Counsellor for annual portfolio and economic reviews.

Dedicated Servicing to Assist You

As a client of Letko Brosseau, a Senior Investment Counsellor will be assigned to you. Our Senior Investment Counsellors are experienced representatives who typically hold the CFA® or CIM® designation. His or her primary function is to answer any questions you may have and explain our investment philosophy, portfolio strategy, company outlooks and performance.

In addition, Senior Investment Counsellors participate in the monitoring of portfolios and are involved in the portfolio compliance process. You will also have direct access to a dedicated Investment Services Associate to assist you with all administrative aspects of your account(s). We work effectively with family offices, tax lawyers and accountants to facilitate tax planning and reporting.

Investment Services Team

Private client portfolio services are available to individuals and families with the following minimum asset thresholds:

Segregated Account

$5,000,000 Minimum

Pooled Fund Account

$300,000 Minimum

All portfolios regardless of mandate, vehicle or type of client, are managed by the same team of investment professionals according to the same investment philosophy.

Types of accounts
Managed on behalf of private clients.

  • Cash (non-registered)
  • Registered Retirement Savings Plan (RRSP)
  • Registered Retirement Income Fund (RRIF)
  • Life Income Fund (LIF)
  • Locked-In Retirement Account (LIRA)
  • Individual Pension Plan (IPP)
  • Tax-Free Savings Account (TFSA)
  • Corporate (CORP)
  • Joint
  • Estate
  • Trust
  • Foundation
  • Retirement Compensation Arrangement (RCA)

For any enquiries concerning Private Wealth Investment

Contact


Western U.S.
Paul Vaillancourt | 587-350-1706


East and Central U.S.
Peter Burke | 647-258-7861

Concerned about your portfolio?

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