Credential Financial Inc., a leading national wealth management provider, announced on November 13, 2013, the launch of the Credential Affiliates Program. This Program connects Credential's credit union partners with select portfolio management firms specializing in discretionary investment management for affluent investors.
"The Credential Affiliates Program will not only enhance our wealth management offering allowing us to better serve our high net worth members, it also presents new business development opportunities for credit unions across Canada," said Randy Biberdorf, Vice President, Wealth Management, Servus Credit Union. "Our members who currently enjoy the top ranked customer service they receive from us can now also benefit from the exceptional service and expertise of high caliber portfolio managers."
SEAMARK is pleased to announce its partnership with Ekaton Wealth Management. Ekaton is an independent wealth management firm providing investment and financial stewardship to a limited number of private clients and their families in the London, Ontario region. Ekaton was founded by London, Ontario native, Peter Mastorakos. Peter's philosophy of providing a high level of personalized service to each client was cultivated over a long career in the wealth management industry.
Ekaton's business model provides clients' access to professional asset managers with a track record of capital preservation and performance success, which are otherwise, typically only available to large institutions.
Further evidence that SEAMARK has returned to its former essence, we repurposed the International Equity Fund to reflect SEAMARK's hallmark investment style, Total Equity. Investors in our Balanced Fund have long prospered from our total equity approach and now investors can invest directly into our total equity platform with the launching of this Fund.
Our Total Equity construction technique allows us to diversify portfolios by purchasing companies from our Master-list universe; where we have pre-qualified each security from across the globe. Our philosophy is to invest in companies, not stocks, for the long-term with proven management teams, stable balance sheets and growth protected by sustainable advantages or a "moat". The firm emphasizes quality and is willing to be patient to get results and 'buy well'. Additionally, by repurposing the International Equity Fund, the Fund retains its sizeable Capital Gains Tax Deferrals.