Contact Us

 

Mike

Email: mike_mcgann@scotiacapital.com Phone: 613-271-6609

 

Beatrice

Email: beatrice_vanderwal@scotiacapital.com Phone: 613-271-6646

 

Brian

Email: brian_hay@scotiacapital.com

Phone: 613-271-6646

 

Pinnacle Planning

 

 

 

Learn more...

 

The McGann Team’s "managed money" program that utilizes some of the best pension fund managers in the world. The Program is quarterbacked by Northern Trust Global Advisors, whose main offices are in Chicago. It exemplifies a total diversification approach, where our portfolios reap the rewards of many different global markets and asset classes.

We offer our clients several "optimized portfolios" to choose from, depending on their desired asset mix. These optimized portfolios are the results of several decades of market analysis and are designed to provide the investor with maximum returns for the least amount of risk. Our seven year track record of risk-adjusted returns is very impressive.

It is in times of market volatility that you really start to appreciate how well your money is being managed. One good example of this was the INCOME TRUST DECLINE on Oct 31, 2006 when Ontario's tax minister announced the new tax structure for income trusts. Income trusts immediately dropped between 20% and 25% in one day, however, our Pinnacle portfolios remained virtually unchanged!