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Logan Wealth Management Inc.
Executive Vice President & Portfolio Manager
Tel: (416) 549 - 1451
Tel: (416) 549 - 1450
Types of Accounts Managed
- Private Individual / Investor
- Institutional Investor - Non-Profit
- Institutional Investor - Other
Provinces of Business
- British Columbia
* indicates a physical location in this province
Logan Wealth Management is an independent wealth management firm focused on providing a high-quality, goals-oriented investment approach to our clients. We are driven to help our clients meet their financial objectives, and to do so while taking the least amount of risk possible.
Each client receives an individualized portfolio, tailored to meet their personal objectives, as we strive to provide the highest level of customer service. Clients speak directly to the portfolio manager responsible for their account. So, the person that best knows their situation and objectives is the person that makes the final investment decisions for their portfolio.
We have a skilled team of experienced portfolio managers, coming together from a wide range of backgrounds, but sharing the core belief of focusing on the individual clients’ objectives. Our team’s diverse backgrounds allow us to analyze investment opportunities from different perspectives and better understand the risks surrounding each decision. Every investment has risks, we believe the key to building a strong portfolio is to understand those risks and to manage the correlations between them.
The independence of our firm ensures an objective analysis of investment opportunities. We only serve one master – our clients. Our focus is on providing strong risk-adjusted returns that help each client meet their unique financial and life objectives.