Actively Managed, Dave Ramsey-esque Portfolio for Canadians (with lower fees!)

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We have arranged special access for our clients to a privately managed fund that aligns nicely with the Dave Ramsey portfolio philosophy, in a Canadian context. The even better news? Fees are significantly lower than with typical actively-managed portfolios.

The PPI Valet Growth portfolio, managed by Nicola Wealth Management of Vancouver, is designed for wide diversification across non-correlating asset classes and built for growth while reducing downside risk. This portfolio is normally reserved for high-net-worth investors, but is available by special arrangement to all of our clients.

Download the Information Sheet for more information on its 9% growth performance since inception.