MacNicol & Associates, a leading force in Asset Management Canada, is dedicated to safeguarding and maximizing client wealth through a strategic and disciplined approach to global investing. Our strategy's core is a disciplined approach designed to yield excellent returns while effectively managing risk. This approach, which revolves around our commitment to diversification, crucial to reducing a portfolio's exposure to the unpredictable political and economic factors inherent in any single country or a specific sector, coupled with a commitment to long-term growth—positions MacNicol & Associates as a frontrunner in the field of Asset Management in Canada. So, if you're seeking expert Asset Management services in Canada, we are the premier choice to help you explore and identify the opportunities that align with your financial objectives.

1. MacNicol & Associates, a leading force in Asset Management Canada, is
dedicated to fulfilling its mandate of safeguarding and maximizing client
wealth through a strategic and disciplined approach to global investing.
Founded in 2001 by David MacNicol to offer professional global investment
management and advisory services to:
● individuals
● family trusts
● estates
● holding companies
● charitable foundations

2. The mandate of MacNicol & Associates is to safeguard and maximize client wealth
by delivering significant long-term growth through global investing. At the core of
MacNicol & Associates' strategy is a disciplined approach designed to yield
excellent returns while effectively managing risk. This approach is intended to
provide excellent returns, while limiting risk through diversification and reducing
the portfolio’s exposure to the political and economic factors of any single country
or specific sector.
WHAT SETS MACNICOL & ASSOCIATES APART

3. INFORMED BY RESEARCH EXCELLENCE
Backing our investment initiatives is a consortium of seasoned research
professionals. Their expertise and dedication empower us to make informed
decisions, stay ahead of market trends, and identify lucrative opportunities. In a
world where financial landscapes can change rapidly, our commitment to research
excellence ensures that our clients benefit from the latest insights and strategies in
asset management across Canada.

4. A consortium of experienced and seasoned research professionals supports
MacNicol & Associates investment initiatives. In addition to the members of the
Investment Committee, the company is part of a worldwide network of investment
specialists that contribute to research and planning strategies. For those seeking
premier asset management in Canada, we stand as a beacon of reliability and
performance.
INFORMED BY RESEARCH EXCELLENCE

5. GROWING YOUR PORTFOLIO WITH
MACNICOL & ASSOCIATES
We meticulously analyze global markets, identifying opportunities that align with our clients'
financial objectives. This proactive strategy empowers us to stay ahead of market trends, seizing
opportunities for growth while mitigating potential risks.
Our primary focus is on delivering substantial long-term growth, ensuring that our clients reap
excellent returns on their investments. This commitment is underscored by our unwavering
dedication to risk management, achieved through diversification strategies that mitigate exposure
to the ever-changing political and economic factors of any single country or specific sector.
So, if you're seeking expert Asset Management services in Canada, we are the premier choice to
help you explore and identify the opportunities that align with your financial objectives.

6. ADVISORS
Since 201 0, we have teamed up with financial advisors assisting them and
their top clients with our boutique investment management service.
Advantages to refer a client:
Advisor stays as primary
relationship manager
Advisor shares in 50%* of the
management fee
Clients often reduce their
portfolio management fees
Customized and personalized
client reporting and year-end
tax summarizing
Give client access to non-
traditional assets such as
commodities, private real estate,
third party hedge funds and
private equity through one single
product and manger
Customized and personalized
client reporting and year-end
tax summarizing

7. Whether you seek income generation, capital appreciation, or a balanced approach,
we have a solution that will meet your institution’s needs. Our experienced team
combines deep market expertise, quantitative analysis, and qualitative insights to
deliver strategies that align with your long-term financial goals.
Through our underlying limited partnerships, we invest in a diversified portfolio of
over 1 00 private equity, private real estate, and hedge fund investments. We have an
audited track record of success in adding value during down markets, underpinning
our strong foundations, viability, and useability in institutional investment portfolios.
INSTITUTIONAL ASSET MANAGEMENT

8. Customized portfolios tailored to your
organization’s specific investment goals and
objectives.
Lower fees compared to retail investment
products.
A robust alternative asset program with over
two decades of experience.
Comprehensive custodial support and a
seasoned and diverse investment team.
WE ARE COMMITTED TO ADDRESSING THE UNIQUE INVESTMENT
OBJECTIVES AND RISK PROFILES OF INSTITUTIONS LIKE YOURS.