We use tried and true methods to optimize the risk and return characteristics of your portfolio based on your investor profile.
Holdings are screened amongst competing alternatives and then allocated based on their relative strength in the current market environment. We make no attempt to predict market direction but instead rely on fact-based indicators to determine what sectors to rotate into based on their relative strength.
A weekly market update is sent to provide guidance.
Chief Executive Officer & Portfolio Manager
NCM Asset Management Ltd
Mike Sukhram, MBA, FMA, PFP, CIM | Financial Advisor
Carte Wealth Management Inc. | Main Street Adviser Group
905-891-7171 | firstname.lastname@example.org
Mutual Funds and ETFs provided through Carte Wealth Management Inc.
Insurance products such as segregated funds, life, disability, and critical illness insurance are offered through Carte Risk Management Inc.
Banking services through referral arrangement.