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Portfolio Management

At Ly & Associates Financial Group, we work with our clients in identifying financial services options which are based on each individual’s specific needs. When it comes to investment and portfolio management solutions, we have established a referral arrangement with KAI Asset Management Inc. whereby we introduce our clients to the benefits of having a full discretionary managed account.

For more information about KAI Asset Management Inc and the services they provide, please contact us or visit their website at kaiasset.com. Recent market commentaries can be found at: kaiasset.com/market-commentaries.

KAI Asset Management is a Portfolio Manager and Exempt Market Dealer registered in the provinces of Manitoba, Saskatchewan, British Columbia, Alberta and Ontario. The firm is also registered as an Investment Fund Manager (IFM) in the provinces of Manitoba and Ontario. This communication is directed only to person resident in those jurisdictions.

KAI asset management portfolio construction details

The information transmitted is intended only for the person it is addressed and may contain confidential and privileged material. Any review, re-transmission, dissemination or other use or action in reliance upon this information by persons other than the intended recipient is prohibited. If you received this email in error, please contact the sender immediately and then immediately delete this transmission, including all attachments. The information contained in this email is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to buy any securities, insurance or advice in respect thereof, in any jurisdiction in which such offer, solicitation, sale or advice would be unlawful. E.&O.E.

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