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.
Please browse the menu on the left to
learn more about us.