At Inukshuk Capital Management, we are Portfolio Managers, not investment advisors. Registered Portfolio Managers are distinguished by a few important factors:
Discover the fiduciary advantage
- Portfolio managers have a strict fiduciary duty to serve their clients interests. A fiduciary duty is the highest responsibility and standard of care in the industry. This is a duty that ICM takes very seriously. It means that you can be confident that we will be acting to further your goals in all we do.
- The designation of Portfolio Manager denotes an individual who has extensive industry experience and has pursued and met rigorous educational standards, including the Chartered Financial Analyst credential—the industry “Gold Standard”.
- We work on a flat-fee basis. Our incentive is to help you realize your financial goals. If you succeed, we succeed.
Complete transparency about fees
At many firms, it can be difficult to determine how much you’re paying in management fees. In many instances, total fees are considerably higher than they might initially appear. At ICM, we are completely transparent—we charge one flat-fee and that’s it.
The highest fee is 1% of assets and it declines on a sliding scale according to the level of assets you have invested with ICM. Simple and fair.
Your money is insured
We manage your account but the actual money in your account is held in your name at the National Bank of Canada. This means that your account is fully insured by the Canadian Investor Protection Fund (http://www.cipf.ca).
We don’t predict the future, we plan for it
We build custom portfolios that are time-tested and optimized to balance maximum return with minimum risk. The universe of exchange-traded funds (ETFs) is constantly expanding, which makes it a challenge to know which may be best suited for you. At ICM, our firm’s continuous research into the ever-changing Canadian ETF market ensures your portfolio will always contain ETFs that are the lowest cost and most tax efficient.