Welcome to ETF Capital Management. We are Portfolio Managers, practising wealth management to the highest professional standard. Founded by Larry Berman and Partners in 2006, our mission has always been to empower investors with education, and portfolio strategies that are powerful, yet easily understood. The focus is helping you achieve your long term lifestyle goals, while providing peace of mind along the way – especially through the occasional bear market – that your strategy will adapt to ever-changing global opportunities and risks. We believe in putting Canadian investors first, and are proud to uphold a fiduciary responsibility to our clients. If you’re looking for a fresh approach to investment management, and building your family’s wealth, we invite you to learn more about our process.
We’re always striving to understand the human dimension of our relationships with our clients.
Most investment strategy today is based upon economic theories dating back to the mid 20th century. These theories won Nobel prizes for their explanation of investor behaviour. They all share a common assumption – that investors are “rational”, and will mathematically calculate the action that yields the greatest profit, and do it because it’s “optimal”. The investment industry is still mostly based upon those principles. Buy, hold, and–you know the rest.
Let’s examine the problem with that – would you: Watch your portfolio take a beating in a market crash without flinching? Hold off on buying a house because the market has gone up too much too fast, when everyone around you is buying? Look for an investment with lower returns over the last 5 years, because it may have the most potential over the next 5? Would any of these situations feel right to you?
The simple truth is, emotions matter when it comes to financial decisions, and at ETFCM we recognize that. We are in fundamentally different economic times. Markets are more volatile than ever, and this tests the emotional limits of investors. It’s time for a new approach, one that suits you. Our difference is that we begin our process by getting to know you and understanding how you think and react as an investor. Then we build you a customized investment strategy designed to keep you in your personal comfort zone, so you won’t have to fight your emotions to get the investment results you need for the comfortable retirement you deserve. We call our approach the “Human Portfolio” and we hope it’s one that feels right for you.
Increasingly today the responsibility for financial well-being and decision making is shifting away from government and employers onto individuals. Financial literacy is a now critical life skill, and our mission is to help Canadians to achieve the highest possible level of empowerment. Our passion is educating investors about how to succeed.
If you invest for yourself and simply want to learn to do it better, or are looking for a bit more help with your portfolio, we’ll be pleased to share all our secrets with you. In becoming a better investor, you’ll also gain an appreciation for how we manage portfolios at ETFCM.
Whichever solution you choose, we are committed to helping you find the right path to securing a comfortable retirement. We believe smart, informed investors make the best clients, and we hope you’ll agree.
Try to think of a financial services company that you feel truly cares about your success. Now imagine what values and ethics that firm would encompass. ETF Capital Management was founded in 2006 by Larry Berman and his partners – for just that purpose: Our passion, and mission, is to help Canadian investors to succeed. As Chief Investment Officer, Larry is best known as the host of Berman’s Call on BNN, and has been ranked one of Canada’s top 3 analysts, and #1 in fixed income (according to Brendan Wood institutional investor surveys ), during his career at some of Canada’s most recognized financial institutions. We use our expertise to empower investors. Our brand is built on education, and bringing fairness back to the industry – putting clients first, and offering them the same advantages generally only reserved for the largest investors.
ETFCM Clients enjoy the security of having their accounts held in their own name at National Bank – insured by the Canadian Investor Protection Fund (CIPF). ETF Capital Management does not take possession of your securities or handle any cash. There are no term contracts or penalties for selling your investments – ever. As Portfolio Managers we have a fiduciary responsibility to you (like a lawyer or accountant), and are required by securities regulators to have the highest level of education and experience in the investment industry. As a result, you can be assured that the portfolio we manage for you will be free from bias and compensation-related conflicts of interest.
If you’re looking for a new home for your portfolio, and are looking for an investment manager who can work with you across your whole financial picture to build your wealth, then consider us. We’ll create a custom proposal, just for you, that will answer all your questions – including costs and what kind of investment returns we can help you achieve.
Larry Berman, CFA, CMT, CTA
Fabien Ouellette, CIM, FCSI, FDA
Robyn Graham, CIM, CFP, FCSI
Brett Rabinowitz
Josh Brown, CIM
Crystal Soutiere
Christine Bates
Heather Dickenson
Brandon Berman
Jared Rabinowitz
Larry Berman
Robyn Graham
Fabien Ouellette
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Thank you for your interest in ETF Capital Management. We specialize in providing customized, discretionary portfolio management and financial planning services to clients with investable assets greater than $1 Million.
Don’t have a $1 Million+ Investment Portfolio? Not a problem!
To help us find the best investment solutions for you, please tell us roughly how much you wish to invest.
Please submit inquiries about stocks, ETFs, or your own investment questions to Bermans Call on BNN by emailing . We regret we cannot give specific individual investment advice through our website.
If you’d like to contact ETF Capital Management for inquiries of a general nature, you may do so here. Please note that inquiries about specific stocks, ETFs or your own investment questions must be submitted to Bermans Call on BNN by emailing . We regret we cannot give specific individual investment advice through our website.
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British Columbia • Alberta • Saskatchewan • Manitoba • Ontario • Quebec • New Brunswick • Nova Scotia • Newfoundland
5160 Yonge Street, Suite 1860,
Toronto, M2N 6L9
Phone: 416.223.ETFS [416-223-3837]
Toll Free: 888.ETF.WRLD [1-888-383-9753]
