Welcome to Stodgell Investment Management

Stodgell Investment Management (SIM) is one of Canada's youngest but most experienced individual wealth management firms. Though the history of the firm goes back decades, the two partners have almost seventy years of experience in the investment business. Individuals with fully segregated accounts make up the bulk of SIM's clients but Foundations, Trusts, Family Corporations and individual pension plans make up the remainder.

SIM is primarily a balanced manager creating portfolios for clients that have cash, fixed income and North American equities according to the clients' investment objectives and goals.

As well, portfolios may be customized according to certain preferences or constraints, providing clients with a high degree of individuality. Combined with a high level of individualized service, SIM's experienced investment professionals provide a reassuring and proven approach to long term gains while maintaining the important belief that capital preservation is vitally important to long term investment success.

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