Private Client Service

Pangaea Private Client Service focuses on the individual goals and needs of each client and their investment objectives. We offer four general mandates (Income, Balanced, Growth, and Pure Equity) that act as the guidelines for portfolio construction. Further portfolio customization is based on tax liabilities, asset allocation, and income/growth generation.

We also provide clients with a platform to have their investments managed as one consolidated account. Within our Hybrid solution, our Portfolio Managers include exempt market or private assets along with public equity and fixed income securities in the Portfolio, always in the context of the agreed mandate.

Our Portfolio Managers engage each and every client through regular updates and meetings to review portfolio performance, composition, detailed quarterly reports, and any changes to goals and needs.

To protect our clients’ assets, Pangaea uses the custodial offerings of leading Canadian financial institutions that provide monthly reporting, tax slip production, online access, and all registered (RRSP, TFSA, RRIF, etc.) account services. We work closely with the custodians to ensure prompt and efficient service to our clients.