Since our founding in 1955, we have recognized that client relationships are an integral part of the investment process. It has been our goal to manage these relationships with respect, integrity and trust.

At Morgan Meighen & Associates Private Wealth Management, we offer personalized portfolio management coupled with the highest standards of client service, putting the Morgan Meighen experience on an entirely higher level.

Your Private Client account will include the following array of services and features:

• A Detailed Investment Policy Statement
• Direct Contact with Senior Portfolio Managers
• Clear, Informative Statements and Communications
• An Experienced Portfolio Management Team
• An Integrated Investment Style
• A Combination of Effective Risk Management Procedures
• Tax Efficient Investment Strategies in Partnership with your Advisors
• Excellent Value for Money

At Morgan Meighen & Associates, we seek to provide our private clients with the ultimate investment management experience, an experience that grows and evolves over time to meet the changing investment requirements of our clients.

When private clients first come to us, they share a number of concerns. If any of the following statements strike a chord with you, then you may well be ready for the logical next step:

• Your investments are held in a number of institutions and you don't have a single, comprehensive strategy at work
• You've never met the people who actually manage your money
• You don't have the time or interest to manage your investments
• The statements you currently receive are vague and confusing, and it's hard to measure your performance
• Every time you call your advisor, it seems like you're talking to someone new
• You feel the fees you pay are high for the value provided
• Investment returns are important, but not at the expense of capital preservation
• You have worked hard for your money, and you don't want to take undue risks with it

At Morgan Meighen & Associates Private Wealth Management, we have designed a complete investment management approach for private clients, addressing each of these concerns and seeking to meet or exceed your expectations.

If you are seeking the comfort that comes from knowing you have a team of investment professionals dedicated to your personal portfolio, then you are probably ready for the logical next step for your investments. We offer our clients a choice of Pooled Funds or Separately Managed Accounts as best suits their needs. We encourage you to take the next logical step...to the comprehensive portfolio management approach that defines investing at Morgan Meighen & Associates.

We would be pleased to send you a complete introductory package for the Private Wealth Management services at Morgan Meighen & Associates titled “The Logical Next Step”. Please click on the following link to provide your contact information and address particulars. (Request: The Logical Next Step).

To discuss our services in person, or arrange a meeting please contact Julie Brough or Christopher King at (416) 366-2931 or 1-866-443-6097.