AssetCounsel's Corporate Identity

AssetCounsel is one of Canada's leading financial industry consultancies, providing mandate and retainer-based services to the alternative investments and traditional asset management segments of the industry. With over 14 years of experience in the Canadian institutional and retail markets, AssetCounsel helps its clients develop new products and processes and deploy them.

Traditional investments:  AssetCounsel has excelled in delivering to its clients customized solutions in the compliance, portfolio optimization, product development, and research/communications areas.

AssetCounsel mandates, among others, cover:  Developing optimized portfolios; developing turnkey wrap account programs and populating them with products; researching and reporting on product trends; assessing client product lines and suggesting upgrades/updates; developing and delivering training programs for sales teams and third-party distribution clients; crafting distinctive contents for corporate, marketing, sales, and training communications; and expert testimony and opinion in legal proceedings.

Alternative Investments:

Moreover, AssetCounsel can supply competent board members to hedge fund, provate equity, and other alternative limited partnerships in most jurisdictions.

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