Anish Chopra, Managing Director and Portfolio ManagerPortfolio Management Corporation, an independent investment firm, provides long-term stewardship of capital. Their commitment to long-term investment strategies offers a haven for individuals seeking financial security. As clients often express, “My primary goal is to safeguard my financial future.”
60 Years of Wealth Management Expertise and Personalized Service
Portfolio Management Corporation delivers highly personalized, discretionary portfolio management services backed by a seasoned team with an average tenure of ten years. Clients experience the human touch – personalized communication, empathy and solutions tailored to their specific goals. For six decades, PMC has been dedicated to building wealth and financial security for high-net-worth individuals and families with investable assets of $1 million or more. The PMC team stays at the forefront of the wealth management industry. They constantly adapt to market shifts, ensuring timely reactions to changing conditions. PMC embraces technological innovations to enhance their services. Additionally, they stay attuned to evolving client needs, ensuring their approach remains personalized and relevant. Furthermore, PMC collaborates with client advisors like lawyers and accountants to optimize investment returns.
The Ultimate Mission: Providing peace of mind
Managing wealth wisely is essential for achieving financial aspirations. This includes everything from ensuring a secure retirement to saving for a home and building long-term financial stability. Portfolio Management Corporation understands this deeply. “Our aim is to build enduring relationships with our clients, helping them achieve their financial goals and enjoying the peace of mind that comes with a well-managed portfolio,” explains Anish Chopra, Managing Director and Portfolio Manager.
PMC’s investment team has decades of experience. Each Portfolio Manager has the Chartered Financial Analyst (CFA) designation, in addition to certifications such as MBA, CA, CPA (Chartered Professional Accountant), and CBV (Chartered Business Valuator).
PMC’s Approach
As a registered portfolio manager across multiple provinces, PMC adheres to a fiduciary standard. This means their insightful projections, tax optimization strategies, and overall advice always prioritize clients’ best interests. Open communication fosters trust: clients can expect regular updates, in-person or online meetings, and a range of services, from quarterly reports and market commentary to estate planning assistance.
PMC employs a transparent fee structure – a flat 1% for portfolios up to $3 million (notably, fees may be tax-deductible). By avoiding commission-based or transactional compensation, they eliminate potential conflicts of interest and concerns about unnecessary product sales. This ensures that recommendations align with client needs.
Our aim is to build enduring relationships with our clients, helping them achieve their financial goals and enjoying the peace of mind that comes with a well-managed portfolio
Navigating the Great Wealth Transfer: PMC’s Expertise for the Next Generation
The coming decades will see trillions of dollars in assets pass from one generation to the next – a phenomenon known as The Great Wealth Transfer. To ensure a smooth transition, PMC offers guidance to clients’ children and grandchildren, empowering them with investment strategies tailored to major milestones like homeownership, education funding, and their own retirement planning. Individuals who receive expert advice from financial and legal professionals are well-positioned to manage their inheritance and generational wealth transfer successfully. This process involves financial assessment, financial projections, estate planning, succession planning, strategic asset protection, along with employing tax optimization measures.
With proactive wealth management, a third-party professional like PMC can assist in maximizing returns on transferred assets while minimizing risks. The firm offers the continuity and stability essential for individuals new to wealth management, ensuring long-term support for financial success.
Looking ahead: The launch of PMC Funds for smaller accounts
This year heralds a new chapter for PMC. The firm is in the process of introducing PMC Funds, which will offer enhanced investment choices tailored to smaller accounts. This initiative will include an equity fund, designed for investors seeking potential growth, and a fixed income fund, focused on income generation and stability. The PMC Funds will benefit from reducing trading costs and lower risk because of diversification across a variety of securities. These funds are expected to be operational later this year and PMC is excited to offer this additional service to their clients.
