Our Services

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 Aggressive Growth) 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 a platform to have their Hybrid Portfolio managed under a single account structure.  Within the Hybrid solution, our Portfolio Managers will include exempt market or private assets in the Portfolio within the agreed mandate.

Our Portfolio Managers engage with each 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 custody services 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 custodian to ensure prompt and efficient service to our clients. 

PANGAEA DIRECT PORTFOLIO SERVICE

Pangaea Direct Portfolio Service is designed for investors who want a more sophisticated approach than traditional retail investment products.  Our portfolios are ideal for investment accounts of all sizes.

Our portfolio mandates are designed to reflect client investment objectives and risk tolerance. We constantly monitor each portfolio to ensure it adheres to its mandate of either Conservative, Balanced or Growth profile. 

To protect our clients’ assets. Pangaea uses the custody services 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 custodian to ensure prompt and efficient service to our clients.