KAI Asset Management Inc. has developed an attractive partnership program for independent financial advisors. Specifically it rewards advisors with more time and freedom to deepen client relationships, focus on financial planning with clients, and expand their business. We achieve this by providing unique benefits to both the advisor and the end client. While the client receives holistic professionally managed investment services, the advisor benefits from an ongoing referral fee in addition to more time and freedom as admin, compliance, and reporting duties rest with us.
Professionally managed investment portfolios of stocks, bonds, and private assets through separately managed accounts
Investment pool structures which have attractive features such as active market and currency hedge programs for volatility reduction
Smaller household sizes are permitted due to access to Investment Pools
Full suite of account types such as RRSP, TFSA, LIRA, RIFF, LIF, and non-registered accounts