SEAMARK is committed to excellence in client service.
The firm’s investment professionals ensure that each client benefits from the best investment ideas of the portfolio management team, while also taking into consideration the client’s individual circumstances and constraints. Each of SEAMARK’s clients has a direct relationship with one or more of the firm’s investment professionals, who are able to advise them on their investment portfolio.
SEAMARK is focused solely on investment management, and the firm’s investment professionals are pleased to work with clients and their advisors to ensure their investment account fits properly with their financial circumstances.
Solutions Oriented Approach
SEAMARK’s first step is to work with clients to understand their unique needs and objectives. These are encapsulated in an Investment Policy Statement which also sets forth any constraints and risk tolerances placed on the portfolio. Our team has expertise in the management of Canadian and global equity, and fixed income investments. With a thorough understanding of each client’s situation, we are able to help navigate through the often volatile markets, building and adjusting the portfolio as necessary to help maintain a safe financial course.
We are engaged to offer you calm seas and a safe harbour while achieving your financial needs.