Portfolio Managers

Portfolio Management Firms

We have built strong relationships with Portfolio Managers and work with them in conjunction with our financial planning process. All FSW client portfolios are professionally managed through a referral agreement.

Financial planning and investment management work together seamlessly. Your advisor develops your personalized financial plan while experienced Portfolio Managers oversee the day-to-day management of your investment portfolio. This collaborative approach gives you access to professional investment expertise while maintaining a trusted relationship with your FSW Wealth Partners Advisor.

Current Portfolio Management Firms:

BCV Asset Management Inc.
Kinsted Wealth
Harness Investment Management
Modern Advisor
Lionridge Capital Mangement Inc.

We believe successful investing combines personalized financial planning with professional portfolio management. That is why FSW Wealth Partners works with experienced Portfolio Managers to help clients in Winnipeg and across Canada build investment strategies that align with their goals, risk tolerance, and long-term financial objectives while providing ongoing advice through every stage of life.