RIA equivalent in Canada and now announcing a new expansion into the Florida region

For financial professional use only.

What are the strengths of MacNicol & Associates?

  • Alternatives
  • Valuations
  • Customization into one offering
  • Limits bombs going off in client accounts and advisors’ business
  • Identify problems before they happen

Why should Advisors in Florida join MacNicol & Associates Asset Management?

  • Better economics for Advisors
  • “You will earn more with us”.

How can you expand on the other benefits you bring to Advisors in Florida?

  • Independence
  • Product breadth
  • Full support and expertise of MacNicol’s seasoned team
  • Robust network of partners – approaching $1 Trillion
  • Better economics for Advisors

Can you expand on independence?

  • Ability to work from home
  • Office space if advisors wish to utilize it, but WFH is fully accepted
  • No internal sales pressure for internal commission-based products

Can you expand on your product breadth?

Can you expand on MacNicol’s Support & Partner Network?

  • Compliance and back office
  • Research and Custodial access
  • Regular firm commentary/content and Webinars

What Our Clients Have to Say

“I have been with MacNicol & Associates since 2007 and can, without reservation, attest to the capability of this firm. The market has been through some peaks and valleys, but David and his staff have always remained solid and innovative. I am very pleased with the returns on my portfolio, but more importantly value David’s transparency and regular communication with me. No major moves are done without explanation first and my consent. Portfolio status and strategy are reviewed on a regular basis. The associate staff has always been very responsive and easy to deal with.

I am not in the financial field and and this means that I essentially have to put my trust in this firm. I didn’t simply hand over my trust however..They have earned it.”

— Dr. T.M.

“MacNicol & Associates Asset Management is a firm that offers the best of Bay Street. Dave MacNicol is both exceedingly well-informed and exceedingly well-mannered, two equally important qualities when it comes to the matter of personal finance.”

— Ms. A.P.
“At your recent presentation… I was able to speak with a small number of MacNicol clients, all of which spoke glowingly of this company.”
— Mr. A.B.

“A big congratulations on another milestone. It’s a tough business and a terrific accomplishment to be serving your investors for over two decades. As an investment partner and client, I have always appreciated the partnership and friendship. Best of luck going forward to you and the team.”

— Mr. S.F.
“Thank you for your recent advice concerning my personal financial matters. Since I have been a client of MacNicol & Associates (2001) you have assisted me with not only my investments but also other personal financial matters. David, it is very comforting knowing that you always have my best interest at the forefront of your decision making. Thank you for your personal attention.”
— Mrs. P.S.

“The team at MacNicol has assembled a portfolio solution that is quite unique in Canada, and is most suited to my largest clients. The combination of equities, hedge funds, private equity, real estate, and other bespoke solutions have resulted in a protected journey when traditional equity markets are challenged, while participating in upside opportunity. Many claim “pension-style” management, but MacNicol delivers.”

— Mr. D.W.

“We’ve developed a great partnership with MacNicol & Associates. Their dedication to our client’s investment success is evident. We admire the disciplined approach, proven track record, and leading-edge solutions that are so hard to find in one relationship.”

— Mr. S.P.

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