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Bluenose Investment Management Inc.

Professional, private investment management services to build, manage, and protect your wealth. Reliable, independent expertise. Bluenose Investment Management Inc. offers discretionary portfolio management services to private clients. We work with each of our clients to develop and implement a personalized investment strategy that is designed to meet their financial goals. We work with clients across Canada from our office located in Lake Country near Kelowna, BC. It starts with a conversation contact us.

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Bluenose Investment Management Inc. | bimi.ca Reviews

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Professional, private investment management services to build, manage, and protect your wealth. Reliable, independent expertise. Bluenose Investment Management Inc. offers discretionary portfolio management services to private clients. We work with each of our clients to develop and implement a personalized investment strategy that is designed to meet their financial goals. We work with clients across Canada from our office located in Lake Country near Kelowna, BC. It starts with a conversation contact us.

<META> KEYWORDS

1 investment services

2 client communication

3 client profile

4 custodian

5 fees

6 about bluenose

7 investment philosophy

8 testimonials

9 meet nigel roberts

10 resources

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investment services,client communication,client profile,custodian,fees,about bluenose,investment philosophy,testimonials,meet nigel roberts,resources,professional portfolio management,personalized service,why us,where to begin,president of bluenose,legal

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Bluenose Investment Management Inc. | bimi.ca Reviews

https://bimi.ca

Professional, private investment management services to build, manage, and protect your wealth. Reliable, independent expertise. Bluenose Investment Management Inc. offers discretionary portfolio management services to private clients. We work with each of our clients to develop and implement a personalized investment strategy that is designed to meet their financial goals. We work with clients across Canada from our office located in Lake Country near Kelowna, BC. It starts with a conversation contact us.

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bimi.ca

1

Fees :: Bluenose Investment Management Inc.

http://bimi.ca/investment-services/fees

Professional, private investment management services to build, manage, and protect your wealth. Our investment management fee is based on a percentage of the market value of your assets under management. Our fee schedule is as follows:. On the first $500,000. On the next $500,000. On the next $1,000,000. On the next $1,000,000. On the next $1,000,000. Fees Deductible on Income Tax. Our investment management fee may usually be claimed as a tax deduction when paid from a taxable (non-registered) account.

2

Testimonials :: Bluenose Investment Management Inc.

http://bimi.ca/about-bluenose/testimonials

Professional, private investment management services to build, manage, and protect your wealth. Crafting individual portfolios to match unique objectives. Nigel Roberts is one of the most able, most perceptive portfolio managers with whom I have dealt in more than two decades of writing Family Finance for the Financial Post and other publications. Andrew Allentuck, Family Finance columnist, The Financial Post. L and R, N. (clients since 2006). Derek Moran, R.F.P., Smarter Financial Planning. You are givi...

3

Custodian :: Bluenose Investment Management Inc.

http://bimi.ca/investment-services/custodian

Professional, private investment management services to build, manage, and protect your wealth. We have selected a major Canadian chartered bank to provide custodial services for all of our client’s assets. Our clients assets are held in individual, segregated accounts in their name at the custodian. We believe this provides our clients with the highest level of safety and security of their assets. Bluenose does not hold any client funds or securities. It starts with a conversation. Contact us.

4

Investment Philosophy :: Bluenose Investment Management Inc.

http://bimi.ca/about-bluenose/investment-philosophy

Professional, private investment management services to build, manage, and protect your wealth. We view the control and management of risk within the context of our client’s investment objectives as one of our prime responsibilities. When developing a client’s asset allocation we start by allocating assets between fixed income, equities and cash. Depending on the portfolio size and investment objectives, we may further divide the asset classes into subcategories with respective allocation targe...We beli...

5

Client Communication :: Bluenose Investment Management Inc.

http://bimi.ca/investment-services/client-communication

Professional, private investment management services to build, manage, and protect your wealth. We consider communication with our clients to be essential. We strive to ensure that our clients understand, and are comfortable with, how their portfolios are managed and have access to all the information they require. Communication with our clients includes:. Our custodian is responsible for preparing and mailing account statements, typically monthly, for all client accounts. As part of our personalized ser...

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Professional, private investment management services to build, manage, and protect your wealth. Reliable, independent expertise. Bluenose Investment Management Inc. offers discretionary portfolio management services to private clients. We work with each of our clients to develop and implement a personalized investment strategy that is designed to meet their financial goals. We work with clients across Canada from our office located in Lake Country near Kelowna, BC. It starts with a conversation contact us.

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