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Who we Serve
Wickham Investment Counsel Inc. provides independent investment management services to individuals, companies, trusts and estates, foundations, endowment funds, charitable organizations, pensions, and mutual funds.
We undertake an extensive review of client needs, return objectives, tolerance for risk, tax situations, and future capital and income requirements. We carefully and formally establish a personalized investment policy that meets the needs of each individual client, and continuously manage the portfolio within the parameters of the established policy. We monitor changing financial markets and have the discretionary authority to complete transactions on the client's behalf. We supervise each portfolio and attend to all purchases, sales, redemptions, conversions and currency exchanges as required. We evaluate take-over offers and review proxy material. We also arrange for no cost payment of regular or periodic remittances directly into the client's bank account. We review the tax implications and advantages of investing in certain securities for our clients and meet with their legal and accounting counsel to form an effective team.
Our custodian is one of Canada's largest banks, ensuring the safety of our clients' assets.
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