Michael Segal is qualified to construct and manage customized portfolios tailored to suit clients’ precise needs. He will structure a portfolio for you using equity and fixed income vehicles, providing his advice, and recognizing your input, to meet your objectives on a fully discretionary basis. Michael’s experience and qualifications empower him to take action when timely opportunities occur. If you prefer, he can also advise on a non-discretionary basis, which means your consent will be required before each and every transaction.

Michael’s qualifications enable clients to hold stocks directly rather than owning units in mutual funds, which facilitates a higher degree of customization for your portfolio and allows you to eliminate stock overlaps, and allows us to eliminate any specific undesirable holdings. When you investment in a portfolio with The Fox Pierce Segal Group*, you have direct access to the Portfolio Manager.

Rather than paying traditional commissions on every transaction made on their behalf, clients of The Fox Pierce Segal Group* pay a quarterly fee based on the value of their investments. This can be more cost-effective and enables them to claim the investment services (for securities held outside registered plans) as a tax deduction. Working on a fee basis also gives the group more flexibility and aligns their interests with yours, as their fees only grow when your assets do.
 

The comments contained herein are general in nature and professional advice regarding an individual’s particular tax position should be obtained in respect of any person’s specific circumstances.