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Investment Management
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<br />

  • What are your investment Goals?
  • What is your appetite for Risk?
  • What is going on around us?
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"I could not feel better looked after than I do with Jamie List as my advisor. He always has time to talk, he perfectly understands my goals and my risk appetite, and has consistently given me excellent advice that has my portfolio growing while letting me sleep well at night! I am thoroughly impressed by his market knowledge and even more so by his evident passion for what he does."

− Robert Johnston, Toronto

"Jonah has been great to work with. I value his independence and the care he takes to ensure I understand and support the construction of my portfolio. I also appreciate that his advice takes into account my overall planning needs. I feel like I have an excellent partner to help me reach my objectives."

− M. Fruitman, Toronto

"Bearing’s comprehensive investment process considered the impact of our choices from an estate planning perspective."

− Neil McPhedran, Eramosa Management Services

"I really enjoy working with Jonah on my investments. I appreciate his regular updates and that he takes the time to remind me how the objectives of my account impact my holdings and the adjustments we make. I feel confident I’m getting great advice and support."

− Allison Shaw, Toronto
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  • On-book, direct account management
  • On-book, oversight and allocation
  • Off-book, external manager
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  • Who Do we do it for?
  • Our process
  • A little bit about us
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We pool best-in-class vision from various sources. Asset allocation and implementation is designed to capture asset class returns, then look beyond traditional asset classes to limit volatility and enrich performance.

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We believe that the best way to capture returns is to let the markets function efficiently.  We also believe that there are opportunities to generate return beyond traditional portfolio solutions.

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ACPI Complaint Resolution Policy

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The Advisors (of ACPI) are registered to provide investment advice and solutions to clients residing in the provinces of Alberta, British Columbia, Nova Scotia and Ontario. Securities products are provided through Aligned Capital Partners Inc. (ACPI). ACPI is a member of the Investment Industry Regulatory Organization of Canada (www.iiroc.ca) and the Canadian Investor Protection Fund (www.cipf.ca). Clients’ accounts are protected by the Canadian Investor Protection Fund within specified limits. A brochure describing the nature and limits of coverage is available upon request.
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Privacy Policy

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